Webinars

For most advisors, retirement is not an all-at-once event determined by age or achievement of financial goals. It’s a transition. It’s a controlled process for gradually extracting the value you’ve spent a lifetime building, and providing your clients with ongoing professional services and advisory solutions.

Whether your goal is to sell your firm or transition it to a family member or key employee, beginning succession planning early affords you more control and better choices.

In this webinar, you'll learn about:

• Key metrics in determining and monitoring your practice’s value
• Finding or developing the right successor or continuity partner
• Building a business model that can outlive you
• Setting up an internal ownership track, or ISOP, to build additional value
• Current, practical retirement strategies for the entrepreneur

Guest speaker David Grau Sr., JD, is the president of FP Transitions, a leading provider of valuation, continuity, and succession plans for independently owned financial service practices. A columnist at Financial Planning magazine for six years, Grau writes a blog on Advisors4Advisors. David has over 17 years of experience in the securities industry as a regulator, a securities attorney in private practice, and with FP Transitions.

This webinar is approved for IMCA CE credit, IMCA ID is 12A4AI076