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Private Wealth Daily
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Brian Parker

EP Wealth Advisors · Reported Oct 23
In network coverage since October 22, 2026 · 3 stories
Network coverage
Succession & selling a firm

Multi-owner firms with $100M–$1B in assets draw 48% higher multiple

An FP Transitions author writing in Wealth Solutions Report asks owners whether growth reached margins and whether the firm could run without them.
Practice management · Oct 22EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics
The Close · Oct 22EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value
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