Your financial advisory practice is likely your largest asset. Understanding what influences practice value and what you can do to manage, grow, and protect you value is critical to ensuring your financial future. In this webinar, attendees will learn:

• The key factors that drive practice value up or down
• Trends in practice valuations
• When practice value will peak and decline
• How practice valuations influence succession decisions

We will also discuss the process for securing a valuation for your practice and what is included in the service. The presentation is valuable for: Succession Planning, Acquisitions, Profitability Enhancement, Bank Financing and Strategic Planning.

Todd Doherty serves as Vice President for Advisor Legacy, where he helps advisors navigate the entire M&A process from start to finish. With over 15 years of senior leadership experience in financial advisor firms, Doherty knows first-hand what it takes to grow a successful practice. His specialties include growing practice value, succession and acquisition strategy and planning, business valuation analysis, and operations. Doherty works closely with his team to help advisors make smart decisions and successfully execute practice sales and acquisitions.