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Event Name Attendees

JOIN OUR SESSION ON MASTERING CONTINUITY AND SUCCESSION PLANNING

February 7th, 2024  |  10:15AM - 11:00AM PST  |  Valencia I&II Room

Building Sustainable Enterprises

Kestra has partnered with FP Transitions in order to provide you with access to the industry’s most comprehensive consulting in continuity and succession strategies. Leverage FP Transitions' innovative Equity Management Solutions® (EMS™). Advisors who take part in the program will receive an annual comprehensive valuation report, an annual continuity plan with regular updates, and access to FP’s vast resource library.

Consulting

Exploring Compensation Strategies

Exploring Compensation Strategies

Description

Three Pillars of a Successful Advisory Business

Three Pillars of a Successful Advisory Business

Description

Building a Sustainable Business for Long-Term Value Growth

Building a Sustainable Business for Long-Term Value Growth

Description

Wealth Management Foundations for Intentional Growth

Wealth Management Foundations for Intentional Growth

Description

M&A

Creative Acquisition Approaches

Creative Acquisition Approaches

Description

Acquisition Readiness Self-Assessment

Acquisition Readiness Self-Assessment

Description

Rethinking Exit Strategies

Rethinking Exit Strategies

Description

Succession Planning

An Owner's Guide to Succession Planning

An Owner's Guide to Succession Planning

Description

Identifying Successor Traits

Identifying Successor Traits

Description

Aligning Ownership Priorities for Success

Aligning Ownership Priorities for Success

Description

Valuation

Understanding The Value of Your Business

Understanding The Value of Your Business

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FPT__Checked-List

A Valuation for Every Scenario

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10 Reasons to Value & Monitor Your Practice

10 Reasons to Value & Monitor Your Practice

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Member Services

Advisory Firm Growth & Business Insights

Advisory Firm Growth & Business Insights

Description

Mark, Measure, Monitor and Master Key Performance Indicators

Mark, Measure, Monitor and Master Key Performance Indicators

Description

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