INSIGHTS: transitions & acquisitions

These short videos provide insights and commentary on a variety of transition, acquisition and practice management issues.

Michael Strogoff, FAIA, discusses three simplistic valuation methods ​often recommended by transition advisors that reflect only a portion of a firm's value.

Karen Kauh, Financial Analyst, discusses a set of valuation formulas that reflect both a firm's tangible and intangible value and places an emphasis on profitability.

Armando L. Gonzalez, FAIA, discusses various perspectives, skills and traits a firm might consider when identifying and evaluating future owners.