Today we discuss the valuations of financial advisory businesses, and how to go about selling yours if you are in the industry. Selling a business can be difficult, especially in the financial industry, and hopefully this will help.
Haven Wealth Management: https://www.havenwealthmgmt.com/
Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help everyone achieve their financial goals.
All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.