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Wed, Mar 25
|Alta Club
Practice Acquisition and Succession Planning - Salt Lake City, UT
With nearly half of all financial advisors retiring or exiting the business in the next 10 years, succession planning has become crucial for advisors as retirement planning is for clients.
Registration is Closed
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Time & Location
Mar 25, 2020, 1:00 PM
Alta Club, 100 E S Temple, Salt Lake City, UT 84111, USA
About the event
Whether you are considering selling your practice or buying an existing practice, understanding demographics, valuation strategies and deal structure will help you make more informed decisions.
Join us to discuss strategies for buying and selling a financial advisors business and book.
- Explore an exit plan that's right for you
- Placing a value on your business
- Evaluate the opportunities and possible challenges
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