 Key performance indicators are helping advisors understand the relationship between how they are running the business on a daily basis and the firm's valuation."Owen Dahl, president of Gladstone Analytics. |
New Valuation Tool Gains Traction
Charles Paikert | Financial Planning, May 2014
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Summary: Move over, benchmarks and multiples. There's a new valuation tool in town: key performance indicators. While KPIs may not replace multiples of cash flow in a purchase agreement, they are becoming increasingly important as a way for owners of financial advisory firms to enhance the value of their business, according to Owen Dahl, president of Gladstone Analytics.
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