Practice Valuation: Revenue Multiple vs DCF-lite
This lesson is part of the course
In this lesson
You value Brookmere Wealth Partners three ways, with a multiple of recurring revenue, a multiple of operating profit and a simple five-year DCF, and compare them in a chart.
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Lessons in this course
- Tiered AUM Fee Schedules & the Blended Fee Locked
- Revenue from AUM Growth: Market Return + Net Flows Locked
- Client Segmentation & Minimum Fees Locked
- Advisor Capacity: Clients per Advisor & Hours per Client Locked
- Client Profitability: Revenue vs Cost to Serve Locked
- Fee Compression Scenarios: What a Few Basis Points Cost Locked
- Practice P&L, Operating Margin & Compensation Ratio Locked
- Practice Valuation: Revenue Multiple vs DCF-lite Locked