What is your practice worth?

The average age of a financial adviser is 56, and many are expected to explore options for exiting the business over the next decade. Some will choose internal successors, while others will opt for mergers and acquisitions.

Regardless of the specific path they pursue, any adviser looking to transition ownership of their practice over the next decade will need to have a firm handle on the current and future value of their business.

Using key research from the InvestmentNews Financial Performance Study of Advisory Firms and Succession Planning Study, key topics discussed include:

* How to unlock the maximum value of a practice

* Benchmarks of valuations for a range of firm sizes and firm types in today’s markets

* Options for advisers looking to buy, sell or merge practices with other advisers

Attendees may submit questions before and during this live event.

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