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Tue, Jan 31

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Town Point Club

Strategies for Buying & Selling a Practice

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.

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Strategies for Buying & Selling a Practice
Strategies for Buying & Selling a Practice

Time & Location

Jan 31, 2023, 5:00 PM EST

Town Point Club, 101 W Main St, Suite 300, Norfolk, VA 23510, USA

About the event

With the increasing number of financial advisors retiring or exiting the business in the next 10 years, succession planning has become as crucial for advisors as retirement planning is for clients.  In a similar respect, when acquiring a practice, the preparation to understand a business's value and the deal structure is just as important if not more so.

Whether you are considering selling your practice or buying an existing book of business being informed is critical for success.  Join us for an in-depth discussion that covers:

  • How to successfully buy and sell your practice.
  • Placing a value on your business
  • Evaluate opportunities & challenges
  • Explore an exit plan that's right for you

Guest Speakers:

Jeff Concepcion , CEO & Founder, Stratos Wealth Partners

*Dinner will be served

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