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Strategies for Buying or Selling a Practice - Philadelphia

Tue, Oct 24

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Pyramid Club

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 or Selling a Practice - Philadelphia
Strategies for Buying or Selling a Practice - Philadelphia

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:

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

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