Finding the right (valuation) formula to give everyone a buy-in to an employee-owned consulting firm with Jessica Hovis Smith

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Finding the right (valuation) formula to give everyone a buy-in to an employee-owned consulting firm with Jessica Hovis Smith

Jessica Hovis Smith is president of Longview Monetary Advisors, an Alabama-based RIA that oversees $ 194 million for 199 purchasers. Jessica oversaw a succession plan that introduced two way of life practices right into a single, multi-generational firm that went by a number of transitions to ultimately obtain an award that was truthful to all.

Hearken to Jessica share her personal private journey to President Longview, what it was wish to oversee a succession plan that merged the 2 way of life practices, and the way she structured her buy to make sure the brand new homeowners have been price it.they do not have an opportunity to stick with the corporate all through their careers. We additionally focus on a number of transitions that came about on the way in which to the award, with which the founders and inside consumers have been happy, and in addition why the precise strategy of attaining this award was the largest issue that contributed to the buy-in of all.

Efficiency notes and extra data may be discovered at: https://www.kitces.com/246

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