The 2017 Financial Services Business Value Index

par The IJ Staff | March 21 2017 09:00AM

Photo: Freepik

What is my business worth?

That is a question many financial advisors are asking themselves without knowing where to find a clear answer. To help guide you, The Insurance and Investment Journal is pleased to present its annual Financial Services Business Value Index. 

These special tables feature valuation criteria and expert advice. Discover how the market measures the value of your life insurance and investment clienteles, and the value of your organization and expertise. In addition to providing multiples, the dollar signs – up and down – indicate whether the value is increasing or decreasing in relation to the criteria.

The 2017 Financial Services Business Value Index offers new valuation multiples and quality criteria aimed at enabling you to better assess your book of business.