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.


Transforming Your Role - From Financial Advisor to CEO (KMG and Think2Perform)

Wednesday, June 27, 2018

1:00pm Eastern Standard Time


We are excited to present this joint webinar with our partners at Think2Perform to bring you this strategic leadership webinar. Sometimes advisors get so involved in the day-to-day activities of their practice that they forget to act like the CEO of the business. This webinar will give you tactical ways to begin thinking and making decisions like a CEO.