Webinar Recap: Maximizing Your Firm’s Value: How Financial Advisors Can Prepare for Succession, Sale, or Transition

At Merit, we believe financial advisors deserve more than a successful business—they deserve a legacy. Whether you’re considering succession, planning a sale, or simply preparing for the next chapter, knowing what your firm is worth—and how to maximize that value—is essential.

In our latest webinar, “Maximizing Your Firm’s Value: Preparing for Succession, Sale, or Transition,” we bring together industry experts and experienced advisors to share what really matters when preparing your firm for its next phase. From avoiding common pitfalls to positioning your practice for long-term success, this is the conversation every advisor should hear.

Key topics covered include:

• What drives the value of a financial advisory firm.
• How to align your personal retirement goals with your business strategy.
• The most common mistakes financial advisors make when preparing for a succession or sale.
• How to evaluate potential merger or acquisition partners.
• Real-life insights from advisors who have successfully navigated a transition.

This webinar is a must-watch for any independent advisor or RIA firm owner who wants to take control of their future, protect what they’ve built, and unlock the full value of their life’s work.

Ready to plan your next chapter with confidence?

Schedule a meeting with us today!

Watch the webinar on-demand and start building the legacy your firm—and your clients—deserve.

Stay Connected. Stay Informed. Follow us on social media to be the first to hear about Market Updates!