| | | |  | Wednesday, September 25, 2024 at
02:00 pm ET / 11:00 am PT |
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 | 60 Minutes |
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| Succession planning is essential to ensure your business can continue to operate after your retirement or in the event of the unexpected. Additionally, having a plan in place makes your firm more attractive, both to potential partners and buyers, as well as to your employees. Hear from Dan Machnik, CFP® CIS™, and Elvis Medica as they discuss best practices for building a succession plan and how to approach buying or selling a firm. Don't miss out on these actionable insights: - Succession planning essentials for financial professionals
- How to use succession planning as a tool for growth
- Using M&A to expand your reach and enhance services for clients
- Important things to consider when buying or selling a practice
- How to build client trust during periods of transition
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| |  | | Dan Machnik, CFP® CIS™ | | Senior Partner
Willis & Machnik Financial Services
(Speaker) |
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 | | Elvis Medica | | Director, Business Development Recruiting Avantax
(Speaker) |
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 | | Cat Auer | | Managing Editor Financial Planning
(Moderator) |
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| | | The Avantax® family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business. |
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