- This event has passed.
Invest in Women
April 29, 2019—May 1, 2019$449
Financial Advisor magazine has assembled a pre-eminent team that will answer your key questions so that you understand the steps you must take in advance to realize long-term value from the hard work you’ve invested to build your advisory firm. Advisors with $1 million or more in revenue will learn how to:
• Place a realistic value on their business
• Find the right buyer
• Prepare their firms so they are attractive to outside buyers or investors
• Evaluate whether key employees could buy their firm
• Decide whether merging would be better than an outright sale
• Assess market intelligence on M&A deal structures
• Transition from the role of founder
• Decide whether to break away and start a new firm
This workshop is limited to only 40 advisors. As part of this workshop, early registrants will be able to schedule a one-on-one, 10-minute meeting with a speaker of their choice.