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Heard Your Business Is Worth 3x Revenue? That’s Not How Buyers Think 

Want to grow, sell, or hand over your financial planning business? You need to know what it’s worth.

 

This guide strips out the fluff and gets to the point — what drives value, what turns buyers off, and how to make your business more appealing to sell or succeed.

 

Inside:

  • What buyers actually care about (hint: it’s not just revenue)

  • The new rules of selling — and why internal succession is on the rise

  • How your business measures up, and what really impacts its value

 

Grab the guide and make smarter decisions.

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Looking for the Accounting Guide?

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Guide to Valuing Your Accounting Business

FREE DOWNLOAD

This valuation guide shows how today’s buyers really assess value, with a sharper focus on profitability, team structure, and risk.

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