Rethinking Exit Strategies

May 11th 10am PST/ 1pm EST

Eric Leeper CFA®, VP Research and Analysis at FP Transitions

Fred Hanish, M&A Consultant at FP Transitions

With financial advisory valuations (especially RIAs) being at an all-time high, more advisors are gearing up to sell. We understand the driving forces behind this movement, as this is typically an owner's largest asset going into retirement. Before owners make any critical decisions about how to exit their business, we think there are some important things every owner should know! Even minor adjustments to your exit strategy can massively increase the value of your firm and create a legacy for your life's work. 

  • How deal structure, exit strategy, and business entity all play into your firm's valuation.
  • The benefits and tradeoffs of an internal sale, external sale, and everything in between.
  • The unpredictable, sometimes emotional, reactions that can occur while planning and executing an owner's exit strategy.
  • Case studies from those who've successfully built and completed their exit strategy.

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