With financial advisory valuations (especially for RIAs) being at an all-time high, more advisors are gearing up to sell. This movement is easy to understand, as this is typically an owner’s largest asset going into retirement. Before owners make any critical decisions about how to exit their business, there are some important considerations. Even minor adjustments to your exit strategy can massively increase the value of your firm and create a legacy for your life’s work. In this presentation, you’ll learn:

• How deal structure, exit strategy, and business entity all play into your firm’s valuation.
• The benefits and tradeoffs of an internal sale, external sale, and everything in between.
• The unpredictable, sometimes emotional, reactions that can occur while planning and executing and owner’s exit strategy.
• Case studies from those who’ve successfully built and completed their exit strategy.