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Adviser to Adviser: Successfully Valuing and Selling your Practice

View the archive Tuesday, November 18, 2008 4:00pm – 5:00pm ET Learn from advisers…

View the archive

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:

  • Growing the business: targeted strategies when assets are under siege

  • Before the deal is done: protecting your investment during the transition

  • Contingency strategies for death or disability

  • Equity management: understanding valuation in today’s volatile environment
  • Fiduciary responsibilities
  • Realizing equity at retirement

    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

    View the archive

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