Summer Series

The Owner’s Playbook — know what you’ve built, plan what’s next.

IFB & Coming Up Next bring you a Summer webinar series for advisors who want a clear-eyed view of their practice. Featuring three sessions on financing, succession, and valuation — each pairs an outside expert with a live look at how to act inside the platform. Built around the three legs of readiness: business, financial, and personal.

Come with questions — our speakers will be ready to answer them live. Free for IFB members.

July 15, 1:00 - 2:00 PM ET

 Financing as a Tool to Grow Your Advisory Practice with Tom de Larzac, Care Lending  

 A tour of the Canadian lending environment — deal structures, valuation methodologies, and what makes a transaction financeable, plus how to size up an opportunity in the first conversation. 

August 12, 1:00 - 2:00 PM ET

  Advisor Readiness: Succession & Contingency Plans with Roland Chan, FindBob    

 The two plans every owner needs, the three legs of readiness, and three moves for the next 90 days. 

September 17, 1:00 - 2:00 PM ET

   Your Business is Your Biggest Asset with Jason Kwiatkowski, CBV 

Do You Know What It’s Worth? What drives value up or down, and how to use a valuation in planning.