Doing Deals
📅 July 31, 2025 at 1:00 PM
In this webinar we will introduce prospective buyers and sellers to essential elements of doing a deal. We will also cover support options that are available for both buyers and sellers.
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Sell and Stay
📅 August 7, 2025 at 1:00 PM
Nearly half of advisors will retire over the next 5+ years – which will saturate the market and drive down prices. Advisors can cash in on their equity ahead of this trend – without having to retire from the work they love to do.
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Business Valuations for Financial Advisors
📅 August 21, 2025 at 1:00 PM
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.
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Practice Sale Multiples
📅 September 18, 2025 at 1:00 PM
The explosion of interest in acquisitions over the past several years has generated tremendous growth – and speculation. In this webinar we will separate fact from fiction around multiples and help buyers and sellers set realistic expectations for deals.
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Its Time To Sell
📅 June 26, 2025 at 1:00 PM
Learn why so many advisors delay selling, the costs of waiting, and the top factors that make now a prime time for advisors to sell their practice.
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