TOLEDO ESTATE & FINANCIAL PLANNING COUNCIL

The recognition of the value of a financial services practice will be examined addressing the methods used to determine the value and perpetuate its existence for the benefit of the seller and the buyer. The necessary elements of a transfer will be discussed including transition of client relationships and motivating the buyer as well as the seller to engage in a transaction. Various approaches to a sale/transfer will be part of the presentation to provide the senior generation seeking to realize value from their life’s work and the next generation of buyer’s being assured they will have value from the maintenance of the senior generation’s book of business. 

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