Sell and Stay

Monetize Practice Equity Ahead Of Your Retirement

Live Webinar: Aug 27, 2026 at 01:00 PM EST

Nearly half of advisors are expected to retire in the next 5 years, which will saturate the market for acquisitions and put monetization of equity at risk for advisors who wait too long to sell. Advisors can cash in on their equity ahead of this trend - without having to retire from the work they love to do. If you are one of the many advisors delaying selling, this webinar is both a wake up call and a guide to help you make smart decisions now to protect your equity and your future.

In this webinar you will learn:

• The risks of waiting till you want to retire to sell your practice
• How a "sell and stay" approach helps you mitigate those risks as well as ensure a smoother transition for your practice
• The three most common types of sell and stay deals and why you should take action now
• Resources to help you plan your sell and stay strategy