Thu, Oct 20|
Wingtip - 10th Floor
Practice Acquisition: Strategies to Value, Structure & Fund Transactions
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 20, 2022, 5:00 PM – 7:00 PM PDT
Wingtip - 10th Floor, 550 Montgomery St, San Francisco, CA 94111, 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
Jeff Concepcion , CEO & Founder, Stratos Wealth Partners
Brenda Newton, Director, IBLOC West Institutinal Banking
*Hors d’oeuvres will be served