Upcoming Live Webinars

10 Steps to Sell

Thursday June 20th at 1:00 EST

Join succession planning experts as they share best practices for financial advisors who are planning to sell their practice in the next one to five years. This step-by-step guide will help ensure your practice is in tip-top shape before selling and lay the foundation for a smooth transition.

Valuations as a Tool for Driving Growth and Equity

Thursday July 18th at 1:00 EST

In addition to supporting mergers and acquisitions, valuations also serve as a powerful business planning and strategy tool that financial advisors can use to make smarter decisions about their practice. In this webinar we will outline the key insights advisors can glean from valuations as well as highlight case studies from advisors who used valuations to drive growth and equity.