Practice Acquisition Workshop
Time & Location
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