Lifestyle or Enterprise?

In reality, no single model, is better or worse than the other. What’s important is that you decide what’s right for you, and then move ahead with purpose, serving your goals and your clients’ needs.

Eventually though, you must decide to either maintain the status quo or lead your business to the next level—a classic dilemma fraught with trade-offs and opportunity costs.

If you’re not interested in scaling your business or increasing your profits, investing may not be necessary. But if you’re looking to expand or optimize your firm’s future value, reinvestment is essential. The choice is up to you.

The Purposeful Advisory Firm, co-written with Bob Veres of Inside Information, contains exclusive research on business stages and models. You’ll learn:

  • How to assess potential vital trade-offs between higher revenue with lower valuation and lower short-term revenue with higher valuation
  • Key differences in business stages/models and purposeful decisions you should make along the way
  • How to firm up your firm by creating an optimized Lifestyle or Enterprise business

Check out these videos, then fill in the form below to get your copy of The Purposeful Advisory Firm.

The Purposeful Advisory Firm

    Fill in the form below to receive your copy of the white paper.

    For more information, please contact an SEI Practice Consultant at 888-734-2679.

    Legal Note

    Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.
    SEI and Bob Veres are not affiliated. Opinions expressed by third parties are their own and SEI cannot assume the accuracy of the information provided.

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