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blog > What’s Your AE Firm Worth? And Who Will Own It Next?
What’s Your AE Firm Worth? And Who Will Own It Next?
by Allie Tepper
Get Clarity on Valuation & Internal Ownership Transition;
Get Clarity on Valuation & Internal Ownership Transition
Whether you’re planning for leadership succession or structuring an internal ownership transition, knowing your firm’s value is the critical first step. Without a solid valuation and transition strategy, firms risk financial strain, leadership uncertainty, and missed opportunities for long-term stability.
Morrissey Goodale’s Valuation & Internal Ownership Transition services help AE firm leaders like you:
- Accurately determine their firm’s value.
- Structure a sustainable internal ownership transition.
- Identify and prepare the next generation of owners.
- Ensure long-term financial stability and growth.
Let’s start the conversation. Alexander “Allie” Tepper, our expert in valuation and internal ownership transition, is ready to help you build a plan that works for your firm and your future.
Allie Tepper, Principal Advisor
With decades of experience guiding AE firms through successful transitions, we’ll help you navigate valuation, financing, and leadership planning with confidence.
June 11-13, 2025 Las Vegas, NV
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