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Transcript: Ted Seides

Barry Ritholtz

It’s part of their own tax planning. What’s the valuation? SEIDES: It’s mostly that and it goes to what you said, which is I love having these conversations and have never advertised on the podcast. I’m sorry, I’ve never advertised for the podcast other than a couple little experiments.

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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

As the struggles of stock and bond markets this year wreak havoc on client portfolios (and revenue for firms charging on an assets under management basis), some firm owners might be reluctant to sell when their revenue numbers – an important firm valuation metric – are (perhaps temporarily) lower than they once were.