Adviser to Adviser: Successfully Valuing and Selling your Practice
View the archive Tuesday, November 18, 2008 4:00pm – 5:00pm ET Learn from advisers…
Tuesday, November 18, 2008
4:00pm – 5:00pm ET
Learn from advisers who have transitioned their business
Key topics covered will include what advisers can do to:
Listen to our panelists discuss how to successfully value and sell your practice LIVE from your own desk. Ask questions about the best solutions for your practice.
Moderators:
Evan Cooper Deputy Editor, InvestmentNews |
Charles Paikert Reporter, InvestmentNews |
Panelists:
David Grau Sr., J.D. President, FP Transitions |
Sam Hull, CFP®, RLP®, MBA Partner, Whitewater Transitions |
Earl McMahan, CFP® Elite Partner, United Advisors Wealth Management |
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