At some point, most financial professionals face the question: Do I build this from scratch, buy something that already exists, or prepare to sell what I’ve created? It’s not just a business decision. It’s a life decision.
This session is a candid look at what it really takes to buy, build, or sell a financial planning practice. We’ll walk through how to value a practice, how to find the right buyer (or seller), and what actually happens once a deal is in motion—timelines, financing, negotiations, and the surprises no one talks about. You’ll get a clear breakdown of the mechanics behind a deal so you can move forward with eyes wide open.
We’ll also explore how to decide which path makes sense for you. Is building your own firm the best fit for your season of life? Would buying accelerate your growth? Is it time to think about succession or an exit strategy? We’ll talk through common mistakes, red flags to watch for on both sides of the table, and how to prepare your practice so you’re in a position of strength—whether you’re acquiring or stepping away.
