As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a […]
Join us for this 30-minute webinar to discuss factors affecting values in the financial services industry, trends in the marketplace, and case studies related to recent deals closed.
David Grau, Jr., President of Succession Resource Group will be a guest speaker at The Standard Summer MGA Conference on Wednesday, July 30, 2014. He will be giving a 1-hour presentation on succession planning!
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 […]