How to Ensure You Are Ready to Exit with Plenty of Wealth

Presented by Econologics Financial Advisors
Finger pointing to graph

Summary

In this webinar, we will explore the critical steps to ensure a successful exit from your practice, focusing on both financial and emotional readiness. You’ll learn how to maximize the value of your practice, plan for a comfortable retirement, and make informed decisions on selling when the time comes, ensuring you live life on your own terms post-exit.

Key takeaways:

  • The two essential phases of exit planning: financial readiness and emotional readiness.
  • How to determine your true financial needs for retirement and how to close the wealth gap.
  • Strategies for increasing your practice’s value to ensure a high sale price.
  • The impact of burnout on your decision to exit and how to manage emotional readiness.
  • Different exit options: selling to a competitor, an associate, or a private equity group.
  • The importance of building multiple income sources beyond the practice for financial stability.
  • The key team members you’ll need for a successful exit, including financial, legal, and tax advisers.

REGISTER & WATCH

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

REGISTER & WATCH