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Thu, Apr 20

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Wingtip Club - San Francisco

Strategies for Buying or 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 or Selling a Practice
Strategies for Buying or Selling a Practice

Time & Location

Apr 20, 2023, 12:15 PM – 1:45 PM

Wingtip Club - San Francisco, 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 or sell a 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

*Lunch will be served

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