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Beyond the Math

Session Speakers
Session Description

Why attend:
Learn how to pave the way for your firm’s future success through a deeper understanding of business continuity. 

Session details:
Ensuring the best possible outcome for succession goes beyond simply knowing your firm’s worth. Subject-matter resources offer perspectives on factors advisors should consider when seeking to maximize the value and experience they’ve built with their businesses. Ensure the ongoing success of your firm and its clients by understanding the four phases of any transaction:

  • Consideration: Making the right decisions at the right time
  • Determination: Working with the right people to achieve your goals
  • Integration: Carrying out strategies that benefit clients
  • Affirmation: Measuring your firm’s outcomes and gauging its success

Additional Information
Not Eligible for Credit, CIMA-1.5 hrs
Education Session
1h 15m
Session Schedule