Join David Grau Jr., President of Succession Resource Group for this one-hour invitation only workshop that will provide you with the most up-to-date market data on mergers & acquisitions for advisors, historical vs. current exit planning trends, 3 tips for getting the most value for your business, and deal structuring strategies being used by advisors today.
This session will also address the following key questions:
- What is the right time to start planning for an exit to get the best value?
- How are deals currently being structured and is financing available?
- What are typical values being paid, and what drives or detracts from the value?
- What are the tax considerations when buying and selling a practice