Acquisition and Succession Planning
Tuesday, April 16, 2019
11:30a - 1:00p EST
Garden City, NY
Organizer:Katie Luberger [email protected]
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