the must-know items when you buy or sell a financial advisory practice

The Must-Know Items When Buying or Selling a Practice_YouTube Video-1

Following up on the most recent article, 6 'Must-Know' Items When Selling Your Practice, published by ThinkAdvisor featuring commentary from David Grau Jr., David will share and elaborate on the must-know items for buyers and sellers, and why they are critical to know. The fast-paced 15-minute session will cover:

  • Why selling doesn't mean retiring
  • Why all-cash deals are becoming the new normal
  • Why practices remain undervalued and what to expect
  • Taxes – how to get the most out of the deal (for buyer AND seller)
  • Profitability and its impact on the value


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