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Secrets of Succession for Advisors – Tampa FL

January 31 @ 6:00 pm - 7:00 pm

Selling a financial advisory practice is an increasingly popular topic and one that every advisor should consider, knowing that nearly half the industry is likely to retire in the next decade and less than 10% of advisors have a succession plan. This one-hour workshop 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 plan for an exit to get the best value?
  • How are deals currently being structured and is financing available?
  • What are the typical values being paid, and what drives or detracts from the value?
  • What are the tax considerations when selling a practice?

 

Details

Date:
January 31
Time:
6:00 pm - 7:00 pm
Event Categories:
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Organizer

Succession Resource Group (Sponsored by: Ameriprise)

Venue

Fleming’s Steakhouse
4322 W. Boy Scout Blvd. , Tampa, FL 33607 United States
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