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Wells Fargo Advisors

Market Uncertainty – Should You Buy or Sell a Practice?

Wednesday, May 10, 2017 | 4:15 p.m. ET / 1:15 p.m. PT

 Archived versions of webinars are available on demand 24 hours after broadcast.

The pace of acquisitions among financial advisors continues to be strong, due both to generational turnover and the changing regulatory environment. In this landscape, advisors should prepare and understand their options—whether they're a potential buyer or seller.

Join us as we will outline key areas advisors should understand as they consider buying or selling a practice:

• Finding the right match

• Deal structure & valuation

• Financing

• Support & operations

• Client communication

CE credits have been applied for and are pending.

John Williamson
Senior Vice President, Innovation and Growth
Wells Fargo Advisors Financial Network

Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.

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