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

Wicked Pissah Podcast

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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/

150 episodios

#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor