Protecting the Value of your Practice - Continuity Planning

Tuesday July 24, 2018

1:00pm Eastern Standard Time


Only about one-third of advisors have taken the steps necessary to plan for a sudden departure from their practice. In this webinar, we review the main obstacles that prevent advisors from creating an enforceable continuity plan. We will also explain two easy turnkey solutions offered exclusively by Key Management Group in collaboration with our partner attorneys, and the Ameriprise Home Office. One of our solutions can protect your practice even if you do not know who your successor will be.


10 Steps to Follow Before You Buy a Practice

Wednesday, July 25, 2018

1:00pm Eastern Standard Time


Todd Doherty, Legacy Planning Expert, will provide detailed step-by-step instructions on how to prepare yourself for an acquisition. He will cover the best ways to prepare yourself and your practice before buying another advisor's book of business.


Five Reasons to Sell Now

Thursday, July 26, 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.


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.