Thu, Jul 11 | Rye, NY | Rye Grill & Bar

Acquisition & Succession Planning Workshop

With nearly half of all financial advisors retiring or exiting the business in the next 10 years, succession planning has become crucial for advisors as retirement planning is for clients.
Registration is Closed
Acquisition & Succession Planning Workshop

Time & Location

Jul 11, 2019, 11:30 AM – 1:00 PM EDT
Rye, NY | Rye Grill & Bar, 1 Station Plaza, Rye, NY 10580, USA

About the Event

With nearly half of all financial advisors retiring or exiting the business in the next 10 years, succession planning has become crucial for advisors as retirement planning is for clients.

Whether you're a buyer or a seller, understanding the demographics, valuation strategies, and various deal structures will help you make more informed decisions.

Join me to learn what savvy buyers and sellers are doing in today's marketplace.

• Explore an exit plan that's right for you

• Understand the value of your business

• Evaluate opportunities and challenges

Registration is Closed

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