Business Valuations and Financing the Deal (KMG and Live Oak Bank)

Tuesday, June 5, 2018

1:00pm Eastern Standard Time

In this joint webinar - hear from industry experts at Live Oak Bank and Key Management Group about acquisition trends and best practices. Live Oak Bank specialized in small business loans for financial advisors and KMG handles hundreds of practice transitions between buyers and sellers.

Five Reasons to Sell Now

Thursday, June 14, 2018

1:00pm Eastern Standard Time

The content of this webinar is geared towards advisors who may be 1-10 years from retirement. This webinar investigates the reasons why many advisors wait too long to retire or sell their practice. We also cover why the current conditions make now a great time to consider selling, and strategies to consider when planning to sell.

Common Mistakes Made When Selling A Practice

Tuesday, June 19, 2018

1:00pm Eastern Standard Time

Are you considering selling your practice? Learn about the common mistakes often made.

10 Steps to Prepare your Practice To Sell

Wednesday, June 20, 2018

1:00pm Eastern Standard Time

Legacy planning expert, Todd Doherty, shares best practices for financial advisors who are planning to sell their practice in the next five years or sooner. This step-by-step guide will help ensure your practice is in tip-top shape before selling.

Service Overview

Financial advisors who use third-parties to help negotiate their deal terms usually report higher satisfaction with the end result. Our team has handled hundreds of practice sales, and we provide insight, structure, and best practices to one of the most important transactions you can make.

Get help from our team of professionals including:

•A Business Analyst who will conduct a valuation of the practice
•An M&A Expert who will help negotiate the deal terms
•An Executive Coach who will help construct a transition plan
•A Business Attorney who will draft an enforceable agreement between parties
•Our financing partners, if needed

Key Areas Addressed

  • Continuity & Legacy Planning

Cost of This Service


Cost: $7,995

The transaction is billed in two parts: a) 50% down payment to begin the Valuation and the terms negotiations process. Once the deal terms have been decided: b) 50% remainder prior to the engagement of the attorney. In the event the deal does not go through, the second half of the transaction can be cancelled; but the first down payment is non-refundable.