When you understand the true value of a book, you can protect yourself from the risks of acquiring bad books of business, and you can take advantage of arbitrage opportunities.
If you are nearing retirement, you might be looking to sell your book soon. If you understand the true value of your book, you will have an additional negotiating tool to maximize the return from your years of hard work.
During acquisition, understanding the true value of advisor books will give you a competitive edge in the marketplace. By working with a Jacox-Hilton consultant, you will make safer but more profitable purchasing decisions.