What is Your Practice Worth? Understanding What Drives Value

Tuesday, January 23, 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

Wednesday, January 24, 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.


10 Steps to Follow Before You Buy a Practice

Thursday, January 25, 2018

1:00pm Eastern Standard Time


Todd Doherty, Legacy Planning Expert, will provide detailed step-by-step instructions on how to prepare yourself for an acquisition. He will cover the best ways to prepare yourself and your practice before buying another advisor's book of business.