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Part 1 - The impact a great client experience has on business valuations - Matt Brinker, Merchant

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Content provided by Mark Akeroyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Akeroyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale.
In this episode we discuss:

  • What it is that Merchant look for in a successful business
  • How to measure for culture
  • The microcosms of culture that indicate business health
  • How to measure and identify the impact of a great client experience
  • The value of organic growth vs inorganic growth

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

  continue reading

42 episoade

Artwork
iconDistribuie
 
Manage episode 345240975 series 3333605
Content provided by Mark Akeroyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Akeroyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale.
In this episode we discuss:

  • What it is that Merchant look for in a successful business
  • How to measure for culture
  • The microcosms of culture that indicate business health
  • How to measure and identify the impact of a great client experience
  • The value of organic growth vs inorganic growth

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

  continue reading

42 episoade

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