Succession Planning as Unique as Your Practice

When: February 22, 2023

1:00 p.m. (EST) / 10:00 a.m. (PST)

Duration: 30 Minutes

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Panelists

We get it. It’s a ton of work, with little certainty.

  • Will my chosen successor really work out?
  • How can I time my exit?
  • Who actually has time to plan while they’re still growing their practice and keeping it strong and healthy?
  • What will happen to my staff?

We’ll answer those questions and more as we discuss:

  1. Why most common strategies for selling your practice aren’t the right fit
  2. How to stay involved in your practice while still extracting value from it
  3. Why market and demographic trends mean you need to plan today, not tomorrow

Can’t make it? Register anyway and receive the replay

Sponsored by

When: February 22, 2023

1:00 p.m. (EST) / 10:00 a.m. (PST)

Duration: 30 Minutes

Sponsored by

We get it. It’s a ton of work, with little certainty.

  • Will my chosen successor really work out?
  • How can I time my exit?
  • Who actually has time to plan while they’re still growing their practice and keeping it strong and healthy?
  • What will happen to my staff?

We’ll answer those questions and more as we discuss:

  1. Why most common strategies for selling your practice aren’t the right fit
  2. How to stay involved in your practice while still extracting value from it
  3. Why market and demographic trends mean you need to plan today, not tomorrow

Panelists

Diane Carlton
Advisor Strategy Consultant
The AmeriFlex Group

Jason Benham
Advisor Strategy Consultant
The AmeriFlex Group

Registration

Already Registered?

"*" indicates required fields

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Firm Disclosure

8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.