SELLING YOUR ADVISORY PRACTICE - DOES IT MAKE SENSE?
Whether you are tired, frustrated, or ready to retire – planning for the exit of an advisory practice has its own unique challenges. How do you know when the time is right to sell for peak value? What will happen to your team and clients if you don’t choose the right path? Join Maureen and Nick as they share their personal journey along with the frustrations, concerns, and challenges they faced as they went through the process to consider selling their practice. Gain insight for your own practice based on what they learned from the experience and how its helped their practice.
- Understand the pros and cons of various types of buyers
- Financing and deal structures for advisory practices
- Learn the considerations for selling at peak value
Meet the Presenters:
Learn from industry experts Maureen Verduyn, CFP, EA, M.Ed. and Nick Gardner, CFP.
Thank you to our Sponsors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Maureen Verduyn, CFP, EA, M.Ed.:
Founder, CEO and lead strategist of The Financial Team, Inc. In 1996, Maureen created a client-centric culture and philosophy which has allowed the firm to focus on developing long-lasting relationships with both clients and strategic partners. With financial planning and investment management as the core service, Maureen and her team also provide advanced expertise in the areas of income and estate tax planning, institutional real estate investments as well as exit planning for owners of closely held businesses. While numbers are her specialty, Maureen’s joy and satisfaction comes from creating solutions that help others achieve success by accomplishing their goals and realizing their dreams.
Meet Nick Gardner, CFP:
Nick loves working with a great team and impacting the lives of 200 families. He is invested in their outcomes and will work continuously to help them reach their long-term goals. With over 14 years of experience in the industry and 10 years at The Financial Team, Nick excels at serving his clients and going the extra mile to help those in need.
Nick lives to make a difference in this world. From being a loving father to focusing his career on caring for others and helping them succeed both personally and financially. With his parents as role models, siblings as best friends, father to 3 dogs and a wonderful daughter, Nick is most passionate about his family.