1 CE credit:  AB, BC, ON, ATL

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Join Alex Chan and Eric Wachtel as they discuss:

Succession Planning for the Financial Advisor…How to I sell My Business and What is it Worth?

From the last 25 advisor book valuations with the majority resulting in a buy sell…I have discovered 13 key valuation criteria for evaluating and coming up with a valuation for an advisor’s practice. To apply an average industry multiple without in depth analysis and due diligence may not produce the best results. After all I have seen businesses with little or no value to exceptionally run and structured businesses that can fetch up to 5 times re-occurring revenue. During this webinar we will explore these 13 general categories of due diligence. You will also have the opportunity to think about your own book of business and apply a rough valuation formula yourself. This presentation was delivered at VP Conference West resulting in very positive feedback and further interest. Hope to see you there!