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Selling Your Practice: Determining the Value of Your Practice, Increasing its Value and Putting a Plan in Place
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"Selling Your Practice: Determining the Value of Your Practice, Increasing its Value and Putting a Plan in Place"
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Don’t leave your clients and employees high and dry-- start planning for the future of your practice now.

While many advisors prove adept at helping clients plan for their financial futures, many fall short when it comes to planning their own. Some estimates by State Street Global Advisors show that over the next decade, nearly 70,000 advisors controlling more than $2 trillion in assets will retire – and more than two-thirds of advisors have no succession plan in place.

Download this white paper to learn more about how to properly plan for a transition, including how to extract the full value of a practice when selling it. You will discover strategies and tactics to optimize the value of your practice, including:

  • How to measure the value of your practice
  • Types of succession plans, and their advantages and disadvantages
  • 6 ways to drive up practice value
  • And more…

Selling your practice could be an arduous process, but proper planning now can help you maximize profit while protecting clients and employees. Start putting ideas in place for your future.


Offered Free by: American Portfolios
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