When it’s time to sell your practice, you want the deal to be right in every way. From sourcing potential buyers to structuring the deal to preparing your clients and staff for the change, selling your practice is a big time business deal that requires a strategy and tested process.
“Keys to Selling Your Practice,” an overview of the life cycle of a practice sale, explores a strategy and process that can lead to a successful sale. This webcast was presented May 11, 2018, by John Turner, senior loan officer at Live Oak Bank.
This material is intended for advisor recruiting purposes.
Join Waddell & Reed
Contact us to learn how to establish a practice in your city as a financial advisor with Waddell & Reed.Apply Now
Conduct a financial emergency drill with clients to help protect their assets in times of market turbulence.Learn More >
A four-step process can help you flex and communicate with clients the way they are most comfortable.Learn More >
Waddell & Reed, Inc. is not a party to any financing transactions between advisors and Live Oak Bank, and this presentation does not constitute an endorsement of Live Oak Bank or its services. All practice sales involving Waddell & Reed financial advisors are subject to the requirements of the Waddell & Reed Financial Advisor Business Succession Program.