Thursday July 18th at 1:00 EST

In addition to supporting mergers and acquisitions, valuations also serve as a powerful business planning and strategy tool that financial advisors can use to make smarter decisions about their practice. In this webinar we will outline the key insights advisors can glean from valuations as well as highlight case studies from advisors who used valuations to drive growth and equity. This webinar is presented by Advisor Legacy, a KMG company.

Tuesday July 23rd at 1:00 EST

Join recruiting and talent development experts as they discuss key hiring and staffing trends in the advisor industry and what advisors can do to attract and retain the best fit candidates for every role in their practice. This webinar is presented by Advisor Legacy, a KMG company.

Thursday July 25th at 1:00 EST

Claims of multiples as high as 5x have led to a significant disconnect from what are realistic expectations for practice valuation and monetization. In this webinar we will separate fact from fiction around multiples and outline what buyers and sellers can do to set realistic expectations for their deals. This webinar is presented by Advisor Legacy, a KMG company.

Thursday August 1st at 1:00 EST

In this webinar Advisor Legacy and Oak Street Partners will introduce prospective buyers and sellers to essential elements of doing a deal. Specifically, we will discuss the types of practice sales, the process for buying/selling a practice, and key legal, tax, and financing considerations. We will also cover support options that are available for both buyers and sellers. This webinar is presented by Advisor Legacy, a KMG company.

Thursday August 8th at 1:00 EST

Recent studies show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability. As one of your largest assets, it’s important to protect your practice and your heirs with a written and comprehensive continuity plan. This webinar is presented by Advisor Legacy, a KMG company.