“SUCCESSION PLANNING” for the FINANCIAL ADVISOR
1 CE credit: AB, BC, ON, ATL CLICK TO REGISTER 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 ...
