Future Zeros is a series for financial advisors who want to increase the value of their firm today and in the future. Your host Mike Walters, CEO of USA Financial, digs into the nuances of mergers, acquisitions, and succession within the financial advice industry to help you add “future zeros” to your bottom line. Whether you are nearing an exit, just entering the business, or in the middle of building your practice, the Future Zeros series (also found on your favorite podcast players and YouTube) will provide thoughtful insights into how to grow your practice the right way in order to maximize your future value and minimize the risk associated with doing so.
Note: USA Financial is not a business valuation firm and is not responsible for any misapplication of the information provided herein.