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Summary: As advisers you have the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But the ultimate value, that all of these things build to, is the total value of your business.
 The preparation and thinking a wealth manager undertakes to position his or her business for determining enterprise value requires many of the same actions and ideas as positioning a business for sustainability through succession planning.."Ray Sclafani, founder and chief executive, ClientWise |
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