Join us on January 23rd, 2025 12PM (EST)
Thinking about retirement?
Financial Advisors and Insurance Agents learn more about Succession Planning and get your questions answered.
Join us for a complimentary live webinar session on Succession Planning for Financial Advisors and Insurance Agents.
Jan 23rd, 2025 12pm (EST)
Agenda:
– Practice Valuations
– Finding the right buyer for your business
– Evaluating succession options
– Structuring a sale
– Succession timeline and implementation
Compass Acquisitions is a consulting firm that specializes in matching Financial Advisors looking to sell their firm with Financial Advisors looking to acquire. Our customized matching process creates opportunities based on type of firm, investment strategies and culture to ensure a smooth transition.
