We all know the grass is not always greener on the other side but if you need to check out the real estate and possibly make a move
Mr. Velanoff has played a major role in selling and buying Dealer and/or Advisor Financial Planning businesses over the years.
Publicly traded companies specifically, and privately owned companies place significant emphasis on the creation of shareholder value.
If you are interested in enhancing the worth of your Dealer or Financial Planning business for future sale or gaining recognition from analysts who appraise the value proposition of public company entities, then Lifestyle Wealth Business Consulting is ready to help.
The same principles apply to the non-financial services sector of the economy. Lifestyle Wealth Business Consulting is now extending the CEO Model to the non-financial sector.