Valuation of Investment Advisory Firms

Investment Advisory Firms are different from other professional service businesses, and there are important details about the investment advisory industry to consider in the valuation process. In this webinar, expert Warren Burkholder will discuss ownership of a fractional interest in a business entity (usually caused by either divorce or a transfer of interest) and some of the potential encumbrances like complex contractual and legal rights. This session also covers deals to transfer of a 100% ownership of the book of business and the associated post-closing transition, non-compete agreements, and financing options. Invest in this session and get a high return on your next investment advisory firm engagement.
IMPORTANT: Each Training Pack includes an MP4 video file, MP3 audio file, complete transcript, slide presentation in PDF format, and additional reading materials when available. Please note that Training Packs can take up to 4 weeks after the webinar to complete. Once available you will receive an email with a special link to download your Training Pack. If you are ordering a Training Pack after the 4 week window, the download link will be sent to you immediately via email. Please check your spam folder and add to your "safe list" to ensure you receive your Training Pack.


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Price: $199
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