The average age of financial advisors is approximately 60 with over 100,000 set to retire by 2025, yet there are approximately 50 buyers for every advisory practice seller; why are advisory buyers and sellers not executing the sale of independent and registered wealth management practices?
In conjunction with Succession Lending and FS Investments, we are pleased to offer a free, comprehensive, fast paced Advisory Practice M&A and Financing Power Lunch with the following agenda.
THURSDAY, AUGUST 2, 2018
|11:30 - 12:30 pm||LUNCH|
|11:30 - 11:45 am||
Today's Financing Landscape
|11:45 - 12:00 pm||
Practice Valuation: Optimizing Seller Factors
|12:00 - 12:45 pm||
Advisory Loans: Commercial Financing 101
|12:15 - 12:30 pm||
Advisory Practice Sale: Transaction Toolkit
|12:30 - 1:00 pm||OPTIONAL BREAKOUT for Prospective Buyers|
|12:30 - 1:00 pm||
Seizing the Opportunity: Becoming a "Serial Acquirer"
Prospective Practice Sellers Gain:
Prospective Practice Buyers Gain: