succession: the one thing

Succession The One Thing_YouTube Video Uploads-1

Practice valuations are at records levels driven by strong market conditions and significant buyer demand. It should be assumed that when an advisor wants to retire, they will get a great value, great payment terms, and have numerous successors to choose from. 

Yet most advisors get a fraction of what they are worth, and never fully evaluate their potential pool of successors. 

This 20-minute session will tackle THE ONE THING your broker-dealer and custodian(s) is doing that is inadvertently killing your value and how to avoid the issue!

Fill out the form to register watch this webinar on demand.