Buying or Selling a Financial Services Business

8:30 AM - 9:30 AM

Buying or selling a financial services practice is a major event. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. Learn about current trends, recommended timelines and strategies for buying and selling successfully. Discuss valuation statistics for 2021and the most up-to-date deal structuring strategies being used by owners today. 

Learning Objectives:

  • Identify how to find a practice to buy/partner with, when to start planning, what your options are, and current exit planning trends
  • Discuss how deals are currently being structured 
  • Assess typical values being paid and what drives or detracts from the value. 

Session Content Level: Advanced