Exit Strategies You Need to Start NOW
Advisor Advancement Livestream Series
Most financial advisors wait too long to plan their exit strategy… Don’t make that mistake!
Are you building a practice or creating a valuable business asset? Whether you’re 5 years away from retirement or just starting to build your practice, the best time to plan is now.
Join our CEO, Mike Walters, alongside our CMO, Mark Mersman, on Thursday, March 6th at 3pm ET as they reveal proven strategies to maximize your firm’s value.
This isn’t just another “someday” succession planning discussion. You’ll discover tactics that create growth while positioning your practice for its highest possible valuation.
✔ Maximize the Value of Your Practice – Learn how to structure your business to increase its valuation, whether you plan to sell, transition, or scale.
✔ Why “Coasting” Hurts Your Business Value – Understand why slowing down can cost you, and how to create sustainable growth—even when you are years away from exiting.
✔ How to Think Like an Investor, Not Just an Advisor – Shift your mindset from earning an income to building an asset that retains long-term value.
✔ The Key Revenue Drivers That Attract Buyers – Discover what potential acquirers look for in a firm and how you can optimize your practice now.
✔ Scaling Through Acquisitions – Learn how younger advisors can accelerate growth by acquiring books of business and financing deals without significant capital reserves.
✔ Succession Planning Done Right – Whether it’s a junior advisor or a third-party buyer, learn the right steps for a smooth, profitable transition that protects your clients and your legacy.
✔ Proven Client Acquisition Systems – See how successful advisors attract and retain ideal clients while maintaining predictable growth.
Chief Executive Officer
USA Financial
Chief Marketing Officer
USA Financial
This communication is for informational purposes only and is intended for financial professionals. Individual results may vary.
Please consult your firm’s compliance team for specific firm policies and guidance.