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

Tuesday, November 20, 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.


10 Steps to Follow Before You Buy a Practice

Wednesday, November 28, 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.


What You Must Know About Your AFA Arrangements

Monday, November 19, 2018

1:00pm Eastern Standard Time


Having an AFA in your practice can be part of your growth strategy, but these arrangement can be complicated and introduce new types of risk to your practice. In this webinar we review what an Advisor must be thinking about when hiring and/or compensating an AFA. We introduce our AFA Analysis, which helps advisors design an AFA package, as well as what types of legal documentation we recommend to protect your practice throughout this process.