Speakers: Matt Lynch

Year: 2015

Designed as an interactive discussion, we'll begin by separating fact from fiction in terms of succession transaction activity among financial advisory firms.  Ultimately the value of a practice is represented by only that which is sustainable and transferable.  Successful internal succession requires advanced planning and execution, in our view it is a long term (5-10 year) process and in most cases fails the first time through.   We'll talk about valuation, deal structure, and financing issues in an effort to impart guidance to the group in terms of the issues they should consider as they contemplate their succession strategy.