Wed, Sep 11 | Fleming's Prime Steakhouse & Wine Bar

Providence Practice Acquisition and Succession Planning

Registration is Closed
Providence Practice Acquisition and Succession Planning

Time & Location

Sep 11, 2019, 11:30 AM – 1:00 PM
Fleming's Prime Steakhouse & Wine Bar, 1 West Exchange St, Providence, RI 02903

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 are considering selling your practice or buying an existing practice, understanding demographics, valuation strategies and deal structure will help you make more informed decisions. 

Join us to discuss strategies for buying and selling a financial advisors business and book.

• Explore an exit plan that's right for you 

• Placing a value on your business 

• Evaluate the opportunities and possible challenges 

Registration is Closed

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