Event Type : BREW

Tune in to hear about North American’s new partnership with a leading valuation company that will provide a business valuation solution with Andrew Herrera, Regional Vice President with North American. This platform can help your business owner clients plan for their future success and generate revenue for your practice.

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Rod Crandall, Regional Vice President, will discuss the role of Private Equity (PE) in business succession planning, drawing from experience sourcing companies for PE purchases. ​ He will also discuss the increasing consolidation across industries and the rising competition for deals, leading to higher prices and more creative sourcing strategies.

Tiffany Markarian, Managing Director for Advantus Marketing, will explore the complexities of selling a financial advisory practice. Whether you’re thinking about transitioning out of the business or are actively preparing for a sale, this BREWcast is designed to help financial advisors navigate the entire process—from valuing your practice and finding the right buyer to managing the emotional and financial aspects of the transition. Learn the factors and considerations involved in the succession process and how your operational strategy can affect the value of your practice.