Driving your Registered Investment Adviser (RIA) firm toward the eight-figure exit can be grueling. It’s a lengthy process with many moving parts. As you work to improve one area of your business, you will create new challenges in others. Fortunately, there’s a secret weapon at your disposal. Your firm’s intellectual property (IP) and trade secrets could be leveraged to boost your multiplier and help you reach the eight-figure exit you desire. Therefore, you must protect your RIA’s intellectual property at all costs. Join me as I explore the ins and outs of protecting your IP. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (02:11) How Value Is Created (05:00) A Powerful Tool In the Exit Planning Process (06:03) What Is Intellectual Property? (08:00) Common Forms of IP Protection (10:00) Trade Secrets (13:44) Businesses Often Invest In IP (16:01) The “Secret Sauce” (19:38) How Do […]
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