Christine Heuston - Senior M&A Consultant

Valuing an Advisory Practice: Fundamentals to Consider
How can you measure the ROI of your potential acquisition? Review key determinants used in valuing an advisory practice and learn why some valuation models may provide better insights when factoring in client attrition or market adjustments.
Christine Heuston
01.31.24
4 Ways to Adapt New Year’s Resolutions to Your Advisory Practice
See how you can adapt common New Year's resolutions to create achievable, trackable goals for your financial advisory practice and find success in the new year.
Christine Heuston
12.14.22
8 Strategic Risks in Your Financial Advisory Practice
In our constantly changing industry, what can you do to address revenue growth pressure, increased regulations, and other risks in your financial advisory practice?
Christine Heuston
07.27.22

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Valuing an Advisory Practice: Fundamentals to Consider

4 Ways to Adapt New Year’s Resolutions to Your Advisory Practice

8 Strategic Risks in Your Financial Advisory Practice