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#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions

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Manage episode 430370518 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Valuing Your Life’s Work with Aaron Wells of FP Transitions

Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” what metrics help drive the value of a business, how different size practices should think about approaching valuation, the process FP Transitions uses to collect data to run a valuation on a firm, and the difference between value and price.

https://www.fptransitions.com/

https://www.fptransitions.com/our-team/member/aaron-wells?hsLang=en

https://www.linkedin.com/in/aaronwells747/

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 430370518 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Valuing Your Life’s Work with Aaron Wells of FP Transitions

Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” what metrics help drive the value of a business, how different size practices should think about approaching valuation, the process FP Transitions uses to collect data to run a valuation on a firm, and the difference between value and price.

https://www.fptransitions.com/

https://www.fptransitions.com/our-team/member/aaron-wells?hsLang=en

https://www.linkedin.com/in/aaronwells747/

  continue reading

151 episodes

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