As more brokers plan retirement and more firms grow via acquisition, knowing your trail book value (and how to fund growth) matters more than ever. Annie Kane speaks with Jeff Zulman, managing director of TrailBlazer Finance, on practical steps brokers can take now.
Sponsored by:
Tune in to learn:
- How to assess your trail book value (beyond the multiple).
- The key risks buyers miss - and how to protect yourself.
- Funding strategies to support growth without strangling cash flow.
And much more!
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