10 Steps to Prepare your Practice To Sell

Wednesday, January 17, 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.


Protecting the Value of your Practice - Continuity Planning

Thursday, January 18, 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.


What is Your Practice Worth? Understanding What Drives Value

Tuesday, January 23, 2018

1:00pm Eastern Standard Time


Learn the key factors that drive value in your practice as well as the current and future trends in valuation. The presentation is valuable for: Succession Planning, Acquisitions, Profitability Enhancement, Bank Financing and Strategic Planning.


Common Mistakes Made When Selling a Practice

Wednesday, January 24, 2018

1:00pm Eastern Standard Time


Selling a practice is one the most import financial, emotional, and life-changing decisions that an advisor can make in their career. A bad deal can have serious consequences for you, your buyer, your clients, and your beneficiaries for years to come. Learn about the most common mistakes made and how to avoid them.


10 Steps to Follow Before You Buy a Practice

Thursday, January 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.