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Webinar: Business Valuation, Planning, and Succession

Updated: 5 days ago

On November 30th 2023 at 4:00 PM EST, WBI will be hosting a webinar featuring Don Schreiber, the author of the widely-acclaimed book, "Building A World-Class Financial Services Business." Don will be discussing VPro, a business valuation software that is designed to quickly determine the value of your financial advisory business.

VPro is a software that is built to provide transformational business insights by using a discounted cash flow (DCF) methodology to produce an accurate valuation that is based on a detailed fundamental analysis. This way, VPro can help you to take inventory of your business' strengths and weaknesses in order to effectively plan for future business growth.

Insights provided by VPro include:

  • Current business valuation

  • Key Performance Indicators

  • Financial ratio analysis

  • Business report card

  • Growth projection

  • In-depth due diligence profile

Within the VPro interface, you will be able to assess your business's performance using Key Performance Indicators (KPIs), which can provide actionable insights that are crucial for enhancing business valuation. By tracking and optimizing KPIs, a company can demonstrate improved operational efficiency, financial performance, and growth potential, leading to a higher valuation.

Drawing from Schreiber's decades of experience in the financial industry, VPro offers a comprehensive and intuitive platform for advisors to assess their business and identify areas of improvement. To learn more about VPro and what it has to offer, RSVP for our webinar with the link below.

Event is for financial professionals only.


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Unless otherwise indicated all performance is sourced from Bloomberg.


The views presented are those of the authors and webinar or podcast hosts/participants, and should not be construed as investment advice. The authors, podcast participants, webinar hosts, or clients of WBI Investments, LLC (WBI) may own stock discussed in these insights. WBl is an investment adviser in New Jersey. WBl is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBl only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI's current written disclosure brochure filed with the SEC which discusses among other things, WBI's business practices, services and fees, is available through the SEC's website at: This site contains links to third-party websites. WBl does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

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