For some, purchasing a practice is an attractive strategy to quickly grow assets under management, yet we find many advisors are unaware of how to successfully navigate a potential acquisition. Within this session, we will discuss the benefits and considerations associated with preparing your firm for the future, potential practice acquisitions including a review of valuation methodologies and what to think about down the road in terms of formal succession planning.
Members $35 Nonmembers $50
CALENDAR OF EVENTS
FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036
