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Buying & Selling a Financial Services Business – Chicago, IL

August 21, 2014 @ 12:00 pm - 1:00 pm

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


August 21, 2014
12:00 pm - 1:00 pm
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Highpoint Planning Partners


Harry Caray’s Italian Steakhouse & Bar
70 Yorktown Shopping Center, Lombard, IL 60148 United States
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