Is Your Business Transferable?
In our latest Seller Insights interview, Brian Heapps, President and CEO of Innovative Financial Group, talks about his experience buying and selling firms and identifies transferability as the key factor on how he evaluates a business. While there are several ways to increase the value of your business, ensuring client relationships can help maximize what a buyer is willing to pay. Listen to Brian as he describes his journey in the financial services industry and how he is an advocate for financial advisors building independent equitable businesses.