Tue, Oct 24
|Pyramid Club
Strategies for Buying or Selling a Practice - Philadelphia
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.
Time & Location
Oct 24, 2023, 12:00 PM
Pyramid Club, 1735 Market St, Philadelphia, PA 19103, USA
About the event
With the increasing number of financial advisors retiring or exiting the business in the next 10 years, understanding the process for ensuring the continuation of advice and service is as crucial as retirement planning is for clients. In a similar respect, the preparation to understand a business’s value and the deal structure is just as important if not more so. Whether you are considering your next stage or planning your growth with the acquisition of an existing practice, being informed is critical for success. Join us for an in-depth discussion that covers:
- How to successfully engage in the process
- Methodologies to value a financial services business
- Evaluating opportunities and potential challenges
- Exploring a plan of action that is right for you.
Guest Speaker:
Jeff Concepcion, CEO & Founder
Stratos Wealth Partners
Sponsors: Bancorp
*Lunch will be served