What risks are lurking in your practice?

Thursday, October 18, 2018

1:00pm Eastern Standard Time


Cathy Sweet, Risk Assessment Expert, helps advisors understand the types of risks they are exposed to as financial advisors, business owners, and franchisees. This presentation covers common triggering events that expose practices to risk and what advisors can do to protect themselves.


Five Reasons to Sell Now

Wednesday, October 24, 2018

1:00pm Eastern Standard Time


The content of this webinar is geared towards advisors who may be 1-10 years from retirement. This webinar investigates the reasons why many advisors wait too long to retire or sell their practice. We also cover why the current conditions make now a great time to consider selling, and strategies to consider when planning to sell.


What is Your Practice Worth? Understanding What Drives Value

Thursday, October 25, 2018

1:00pm Eastern Standard Time


Learn the key factors that drive value in your practice as well as the current and future trends in valuation. The presentation is valuable for: Succession Planning, Acquisitions, Profitability Enhancement, Bank Financing and Strategic Planning.


Common Mistakes Made When Selling a Practice

Tuesday, October 30, 2018

1:00pm Eastern Standard Time


Selling a practice is one the most import financial, emotional, and life-changing decisions that an advisor can make in their career. A bad deal can have serious consequences for you, your buyer, your clients, and your beneficiaries for years to come. Learn about the most common mistakes made and how to avoid them.