Succession 4: Don’t Blow It At The Finish Line
FP Advance
Head of Content
If you’re thinking about selling your business, there’s something you need to understand: the moment you sell, the rules change. And not in your favour.
Most owners don’t set out to compromise their clients, their team, or the future of their business, but in my experience, the vast majority do exactly that. Often without realising it until it’s too late.
This webinar isn’t about telling you not to sell.
It’s about helping you sell well or building a business that gives you better options at exit time (internal succession, EOT, or continued growth).
In this webinar, Brett Davidson, Founder of FP Advance, explores what actually drives a successful exit, why growth is the foundation of everything, and how to develop the next generation of leaders who can carry your business forward.
Learning Outcomes:
- Learn why there’s a fundamental mismatch between a seller’s values and a buyer’s values.
- Discover the core reasons why any transfer of ownership typically goes wrong.
- Find out exactly what you should be working on if you want to overcome these common mistakes.
Check out all the webinars in this series
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Succession 1: I Watched the Soul Get Ripped Out of My Business
Victoria Hicks scaled her own financial planning firm and exited it in 2019. Victoria’s sale went wrong; for her, her team & and her clients.Register Here
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Succession 2: My Decade Long Successful Exit Plan
Clients invest more with us, than just assets. They invest their families’ futures, their life hopes and goals, their vulnerabilities and their long-term trust. Values are aligned.Register Here
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Succession 3: A Responsibility That Does Not Retire
Join us to explore the deeper responsibility carried by everyone in the profession, and the inherent conflicts when putting a price tag on clients.Register Here
