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…
Rediscovering the Wirehouse model as an employee-owned, locally-managed partnership with Jim Gold
Jim Gold is the CEO and co-founder of Steward Companions International Advisory, an unbiased multi-branch consulting agency that serves almost 10,000 consumer houses. The corporate manages $ 16 billion AUM…