We are back with our second episodeof the State of the Industry Podcast, where we welcome the following guests to the panel: Scott Hanson, Co-Founder of Allworth FinancialRyan GrauVP of Business Valuation Services at FP Transitions, and Chris Oddy, CFO of Allworth Financial.

Key Takeaways:

  • Key metrics to track based on business goals and objectives
  • Industry M&A deal trends
  • Succession plan options and when to start implementing them
  • What investors look for when evaluating a business
  • What the average advisor can focus on to drive value


Please take a listen and let us know what you think. To learn more, please visit: https://allworthpartners.com/soti-episode-2/

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