Best Practices for Successful Practice Succession
IFB Member: $18
Non-Member: $23
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation.
Materials covered will be the main elements involved in ensuring that advisors experience smooth and value-creating successions not only for their clients, but also for themselves, including:
Picking the right time - Book supply and demand dynamics, Current multiples and benchmark market multiple, The drivers of over/under benchmark multiples; and Choosing the right path - The Direct Sale, The Invested Seller, The Associate Handoff.
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