‘There’s a big, big problem’: Unrealistic Valuations Stifling RIAs’ Succession Plans

Valuation expert Carla McCabe said at the Investments and Wealth Institute conference Monday are overvaluing their businesses.


TAG Advisory Services's Insight

Carla McCabe, valuation expert and vice president of Truelytics, says that advisors are robbing themselves of finding external buyers by demanding too much money for their book of business. She says the best succession plans result from 7 - 10 years of strategy and preparation — and regular updates as things change.

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