The Seller’s Playbook What to Know Before You Let Go

Learn what it takes to successfully sell your financial advisory practice. This session walks through the key steps to prepare your business, navigate the sale, transition clients and staff, and avoid common mistakes. Whether you’re planning to exit soon or just getting started, this webinar offers practical guidance to help you plan with confidence.

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2026 Advisor M&A Highlights Report
Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Close Strong, Start Fast: The Owner’s Year-End Playbook

November 4, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET

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