When is the Right Time to Sell Your Book of Business?

December 3rd at 12:30 PM | Complimentary Lunch Included
Limited to 25 advisors —

‼️Registration is required to secure your spot‼️

Selling a financial advisory practice is one of the most important—and most misunderstood—decisions an advisor will ever make. Timing, valuation, client demographics, and internal processes all play a significant role in determining what your business is truly worth. Yet most advisors wait until they are ready to retire before seriously preparing, which often leads to missed opportunities and lower valuations.

This in-person seminar is designed specifically for financial advisors who want to understand what drives the value of a book of business, how buyers evaluate practices, and what steps you can take now to maximize your eventual sale price.

During this session, we’ll cover insights drawn from real advisory practice transactions, including:

• How market conditions and personal timing align—or conflict—when preparing to sell
• Why client demographics and aging households impact your valuation more than you think
• Revenue mix, growth rate, profitability, and other KPIs buyers prioritize
• The role of generational planning and how it influences long-term value
• What suitors look for in your systems, processes, and service models
• Why consulting with experienced M&A professionals leads to better outcomes for both you and your clientsOverview for Advisor Seminar - …

Whether you’re considering selling in the next 1–3 years or simply want to understand how your practice is valued, this seminar will help you take the right steps now to strengthen your future exit strategy.

Your registration includes:
✔ A complimentary lunch
✔ A seat in an intimate, advisor-only room (just 25 seats available)
✔ Practical takeaways you can apply immediately to your practice
✔ A clear roadmap to begin—or refine—your succession plan

Secure your seat today and position your business for the strongest possible transition when the time comes.

Also check out other Workshops in West Palm Beach.