Workshop #7: Buying, Selling, and Valuing Financial Practices

Monday, October 16, 2017 -
3:15pm to 4:15pm

Session type:

Whether buying or selling a practice, it is important to know how best to align the interests of buyers, sellers, and their clients to create a win-win-win strategy for all. Understand how to successfully sell a practice for maximum value and at optimum tax rates, while satisfying a buyer’s need for completing an acquisition on the best possible terms with minimum risk, while writing off the entire purchase price over time.