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.


Protecting the Value of your Practice - Continuity Planning

Thursday, November 1, 2018

1:00pm Eastern Standard Time


Only about one-third of advisors have taken the steps necessary to plan for a sudden departure from their practice. In this webinar, we review the main obstacles that prevent advisors from creating an enforceable continuity plan. We will also explain two easy turnkey solutions offered exclusively by Key Management Group in collaboration with our partner attorneys, and the Ameriprise Home Office. One of our solutions can protect your practice even if you do not know who your successor will be.


10 Steps to Prepare your Practice To Sell

Tuesday, November 6, 2018

1:00pm Eastern Standard Time


Legacy planning expert, Todd Doherty, shares best practices for financial advisors who are planning to sell their practice in the next five years or sooner. This step-by-step guide will help ensure your practice is in tip-top shape before selling.


Five Reasons to Sell Now

Wednesday, November 7, 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 risks are lurking in your practice?

Thursday, November 15, 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.


Business Valuations and Financing the Deal (KMG and Live Oak Bank)

Tuesday, November 20, 2018

1:00pm Eastern Standard Time


In this joint webinar - hear from industry experts at Live Oak Bank and Key Management Group about acquisition trends and best practices. Live Oak Bank specialized in small business loans for financial advisors and KMG handles hundreds of practice transitions between buyers and sellers.


10 Steps to Follow Before You Buy a Practice

Wednesday, November 28, 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.