…and Chris Wrightson presents:

‘SUCCESSION PLANNING SUCCESS’

How to achieve a smooth and successful succession.

Exit your practice gradually, without damaging revenue or relationships.

YES! I’D LIKE TO REGISTER FOR ‘SUCCESSION PLANNING SUCCESS’.

On this webinar you’ll discover:

  • Why a succession plan may be a better option for you than an outright trade sale
  • The 3 common mistakes practice owners make when trying to value their business
  • The ‘how’ of succession planning: Valuation, Funding, Process
  • How to get help if you need it

We will never share your email. Promise.

About your presenter

Chris is the industry’s leading adviser on succession planning for practice owners.

If you are likely to exit within the next 5 years and need to implement your exit gradually – over time – then this webinar will give you the “what and how” to be successful.

Having founded ipac’s practice acquisition program 15 years ago, (ipac was the first financial planning group to offer a long term succession equity purchase program to practice owners) Chris has designed and implemented scores of successful succession plans that have run for up to 10 years in some cases.

Chris recently delivered this content Australia wide for a major AFSL network during their professional development days and more than 70% of attendees independently rated the presentation ÔÇťAbove Expectations” or “Outstanding”.

Thinking about succession?

One of the great challenges in planning succession is identifying and then meeting the needs of multiple shareholders or business partners.

Without buy in, the succession may never get off the ground, or worse, turn sour and damage client and partner relationships.

Partners can be at different points in their career, and have different financial or personal outcomes they are seeking. These differences are occasionally a source of tension in Financial Planning Practices.

On this live webinar, I’ll be stepping you through the process we use to facilitate agreement on a succession plan between multiple stakeholders in a practice, to ensure your exit occurs smoothly.

JOIN OUR LIVE WEBINAR

Wednesday, November 29, 2017 // 12:30 PM (Sydney)

Can’t make it? Don’t worry – register anyway and we’ll send you a recording.

Centurion Market Makers is a wealth management industry expert providing business broking services to owners of financial planning businesses, and specialist business advisory services to large practices and licensees.

To learn more or discuss a full or partial sale of your practice, please contact us for a confidential discussion.

Copyright 2017 Centurion Market Makers

Centurion Market Makers
1300 766 256
info@centurionmarketmakers.com.au
Suite 2, 4 Belgrave Street, Manly NSW

Centurion Market Makers is a wealth management industry expert providing business broking services to owners of financial planning businesses, and specialist business advisory services to large practices and licensees.

To learn more or discuss a full or partial sale of your practice, please contact us for a confidential discussion.

Copyright 2017 Centurion Market Makers

Centurion Market Makers
1300 766 256
info@centurionmarketmakers.com.au
Suite 2, 4 Belgrave Street, Manly NSW