Building a Compliant Plan to Protect the Value of Your Advisory Practice

Whether you plan to retire in the next 12 months or next 12 years, understanding/tracking/growing your business’s value is a key element to ensuring a successful outcome for your clients when you are ready to slow down. With the tools and information available to you today, you have the ability to track the value of your business cost effectively each year and focus on key value drivers and detractors, because building a valuable practice is about more than just adding more clients.

The five specific tips and strategies Succession Resource Group will share with you in this 30 minute webinar will discuss ways on how to increase the value of your business and provide you with key metrics that buyer’s focus on and that every advisor should know, track and improve.