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Want to Sell Your Advisory Practice? Start With 'Freakonomics'

Added on August 2018 in M&A Issues
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Summary: In his book “Freakonomics,” University of Chicago economist Steven Levitt and journalist Stephen J. Dubner explain the economics of residential real estate transactions, which may come as a surprise.

Join next week's webinar on 'How To Assess Yourself and Your Match to Ensure Success'

Added on May 2018 in M&A Issues
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.

 

WEBINAR: 5 Reasons to Consider Selling Your Practice

Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.

5 Reasons to Consider Selling Your Practice

Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.

5 Reasons to Consider Selling Your Practice Now

Added on April 2018 in M&A Issues
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Summary: Join us for a webinar on April 19, 2018 at 1:00 PM EDT.

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