Financial Archives - Sofer Advisors

Drastic Times Call for Drastic Valuations?
Gallery
Drastic Times Call for Drastic Valuations?

Financial, Valuation

Drastic Times Call for Drastic Valuations?

David Hern2023-09-01T19:08:49+00:00

A client we’ll call Jason had a thriving company—and a rocky marriage. As things continued to crumble domestically, he knew his business would be a key factor in a potential divorce. He also knew divorce causes many businesses to fail. Despite such knowledge, Jason didn’t secure a valuation in the early days of his martial [...]

Drastic Times Call for Drastic Valuations?David Hern2023-09-01T19:08:49+00:00

Are you selling your Financial Advisory Business for less than you could?
Gallery
Are you selling your Financial Advisory Business for less than you could?

Financial, International, Taxes

Are you selling your Financial Advisory Business for less than you could?

David Hern2023-08-08T13:19:02+00:00

Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. Too many financial planners and other personal finance advisers fail to get the best value on businesses that they may have spent decades building up. Here are some thoughts on how to avoid joining them. Timing [...]

Are you selling your Financial Advisory Business for less than you could?David Hern2023-08-08T13:19:02+00:00

Drastic Times Call for Drastic Valuations?

Are you selling your Financial Advisory Business for less than you could?

CONTACT US

ADDRESSES

CONNECT