Sep
15
11:30 AM11:30

The Life Cycle of Buying and Selling a Financial Services Practice

September 15, 2022 -   11:30am – 1:30pm

In person:

McCormick & Schmicks

4335 Barclay Downs Drive

Charlotte, NC 28209

(704)442-5522  

To register for the live event in Charlotte or the Virtual event via Webcast

https://attendee.gotowebinar.com/register/1565601627817172748

This live and virtual event is brought to you by our Sponsors:               

What to Expect –A greater number of  purchase and transition opportunities with strategies to win the deal and increase your value

·         This session will be led by industry experts with over 700 successful deals with experience in matching buyers and sellers; valuing businesses; qualifying the fit using the five “c” s, vetting the practice and successful transitions.

·         The session will consist of real-life examples of what to do and what NOT to do to achieve a successful deal.

·         Interactive discussions on how to optimize your business purchase or transition now, years from now, partial, or full.

·         Tips on vetting buyers and sellers to avoid common mistakes.

·         Advice on managing the relationships in transition – Clients, Buyers, Sellers, Staff, finance professionals and Lawyers.

Live Event Seating Limited to 50 people

Virtual Event Limited Only to Availability

Content recorded and available to participants upon request

Jeffrey C. Evanello, CLU, ChFC, RICP

Managing Member, Integrated Succession, LLC

www.integratedsuccession.com;

phone :      480-695-8603

jeff@integratedsuccession.com

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 THE LIFE CYCLE OF BUYING AND SELLING A PRACTICE
Feb
24
11:00 AM11:00

THE LIFE CYCLE OF BUYING AND SELLING A PRACTICE

LOCATION:

Seasons 52

www.seasons52.com

2502 E Camelback Rd, Phoenix, AZ 85016 ·

(602) 840-5252

Integrated Succession’s “Optimize Your Practice Value“ series  gets real, and virtual

With it’s first Live and Virtual event - 

“When the money gets real, the deal gets real”

What to Expect:

·        Real and Virtual Expert Guests : 

The Real Deal : Jeff Evanello Integrated Succession; John Turner – Live Oak Bank;

Industry experts; Valuation experts, Practice Management experts, Transition Succession experts

·        Case Studies of transitions from start to finish

·        Valuable real life examples from those experienced in successful transitions

·        How to do your due diligence when Vetting buyers and sellers

·        Finding the fit and the value between buyers’ and sellers’  

·        Tips on Managing relationships In Transition –  Clients, Buyers, Sellers, Staff

·        The Ability to make the Hope of successfully transitioning your practice  -- Real

Interactive discussions to get your practice from where it is now, to where you want it to be

 

Live Event Seating Limited to twenty five 

Virtual Event Limited Only To Your Desire To Get Real  

Content Will be recorded And Made Available upon Request

 

 TO REGISTER : https://attendee.gotowebinar.com/register/6240907582762291216

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Webinar Series: "Deal Structure and Transition Optimization" - Deep Dive #4 with Live Oak Bank
Sep
30
1:00 PM13:00

Webinar Series: "Deal Structure and Transition Optimization" - Deep Dive #4 with Live Oak Bank

TOPICS:

  • How to plan and execute a world-class transition

  • How to keep employees positive and engaged

  • How to keep clients on board with the change

  • Engaging centers of influence to be enthusiastic and supportive

  • Managing conflict and avoiding litigation.

SIGN UP HERE: https://attendee.gotowebinar.com/register/8040041756000710413

 

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Webinar Series : "Optimizing the Vetting Process" - Deep Dive #3 with Live Oak Bank
Sep
28
1:00 PM13:00

Webinar Series : "Optimizing the Vetting Process" - Deep Dive #3 with Live Oak Bank

TOPICS:

  • Define your ideal buyer/seller

  • Identify all the steps in the vetting process

  • Learn how to manage the process of finding a buyer or seller

  • Find out how to know whether the buyer or seller is the right fit

  • Find the tools available to assist with practice sales or acquisitions

SIGN UP HERE: https://attendee.gotowebinar.com/register/2665807040315261197

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Webinar Series:  "Optimizing Valuations" -  Deep Dive #2 with Live Oak Bank
Sep
23
1:00 PM13:00

Webinar Series: "Optimizing Valuations" - Deep Dive #2 with Live Oak Bank

TOPICS:

  • How are practices being valued?

  • What can be done to increase the value of your practice by using the valuation as your guide?

  • Which regions of the country are getting the most for their practice.

  • How deal structures help determine the final price paid for your business.

  • What is the difference between top-line vs. bottom line multiples?

SIGN UP HERE: https://attendee.gotowebinar.com/register/3478747454985665805

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Webinar Series :  "Buyer/Seller Market Optimization - Choices, Challenges, Changes" Deep Dive #1 with Live Oak Bank
Sep
21
1:00 PM13:00

Webinar Series : "Buyer/Seller Market Optimization - Choices, Challenges, Changes" Deep Dive #1 with Live Oak Bank

TOPICS:

  • What are practices selling at and why?

  • What are your succession planning options?

  • Why is it good to be a seller now?

  • What really is my VALUE(ation) and how do I get the most of it?

  • How are fair deals structured and how do I make sure it is fair to me?

SIGN UP HERE: https://attendee.gotowebinar.com/register/8637671405673317389

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Webinar Series: "Optimize Your Practice Value"  with special guest Live Oak Bank
Sep
16
1:00 PM13:00

Webinar Series: "Optimize Your Practice Value" with special guest Live Oak Bank

TOPICS:

  • How do you find the right buyer AND get the most value for what you built?

  • How do you find practices to purchase AND stand out from the competition?

  • Why are valuations important? What are the methods used, and how they should be used to arrive at a sales price?

  • How are "fair" deals structured and how do I make sure it is fair to me?

  • Worried about what taxes may do to the sale of your advisory practice?

SIGN UP HERE: https://attendee.gotowebinar.com/rt/1777786474138053647

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Webinar Series: "Optimize Your Practice Value"  with special guest Live Oak Bank
Sep
14
1:00 PM13:00

Webinar Series: "Optimize Your Practice Value" with special guest Live Oak Bank

TOPICS:

  • How do you find the right buyer AND get the most value for what you built?

  • How do you find practices to purchase AND stand out from the competition?

  • Why are valuations important? What are the methods used, and how they should be used to arrive at a sales price?

  • How are "fair" deals structured and how do I make sure it is fair to me?

  • Worried about what taxes may do to the sale of your advisory practice?

SIGN UP HERE: https://attendee.gotowebinar.com/rt/1777786474138053647

View Event →
Webinar Series: "Optimize Your Practice Value"  with special guest Live Oak Bank
Sep
9
1:00 PM13:00

Webinar Series: "Optimize Your Practice Value" with special guest Live Oak Bank

TOPICS:

  • How do you find the right buyer AND get the most value for what you built?

  • How do you find practices to purchase AND stand out from the competition?

  • Why are valuations important? What are the methods used, and how they should be used to arrive at a sales price?

  • How are "fair" deals structured and how do I make sure it is fair to me?

  • Worried about what taxes may do to the sale of your advisory practice?

SIGN UP HERE: https://attendee.gotowebinar.com/rt/1777786474138053647

View Event →
Webinar Series: "Optimize Your Practice Value"  with special guest Live Oak Bank
Sep
7
1:00 PM13:00

Webinar Series: "Optimize Your Practice Value" with special guest Live Oak Bank

TOPICS:

  • How do you find the right buyer AND get the most value for what you built?

  • How do you find practices to purchase AND stand out from the competition?

  • Why are valuations important? What are the methods used, and how they should be used to arrive at a sales price?

  • How are "fair" deals structured and how do I make sure it is fair to me?

  • Worried about what taxes may do to the sale of your advisory practice?

SIGN UP HERE: https://attendee.gotowebinar.com/rt/1777786474138053647

View Event →