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[Webinar] Getting the Most Value for Your Practice in 2021

December 9, 2020 @ 1:00 pm - 2:00 pm

As we look forward to 2021, it is more important than ever before for advisors to stay current on the ever-changing M&A trends. Whether you are in growth mode and looking for acquisitions or mergers, or in the final years of your career, 2020 has had a meaningful impact in both positive and negative ways.

This presentation will highlight:

  • How advisor practice values were impacted and what to expect in 2021
  • Strategies to obtain the most value from the best possible buyer
  • What changed with the financing options industry-wide and how to leverage this resource going forward
  • The newest equity and phantom equity sharing strategies to attract and retain the best talent even in turbulent times

Whether you are in growth mode or looking to retire from the business next year, we’ll share the most important information and practical recommendations to help you create a more valuable business or extract the most value when you are ready to retire.

Register: https://successionresource.zoom.us/webinar/register/5716068546785/WN_jUE0v37oRuyMGosXhPwizg

Details

Date:
December 9, 2020
Time:
1:00 pm - 2:00 pm
Event Categories:
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Venue

Succession Resource Group
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States
Phone:
503-427-9910
Website:
www.SuccessionResource.com

Organizer

Succession Resource Group
Phone:
503-427-9910
Website:
www.successionresource.com