Advisor Summit


Conference by Gladstone Associates (1 hr)

Assessing the Value of Your Practice

Learn how your business is measured through a buyer’s eyes considering both financial and non-financial attributes.  Hear Gladstone’s perspectives around myths and realities surrounding the independent financial services space, including what affects health, stability and value of practices in today’s market.  Learn about intangible aspects that help or hinder value and overall transferrable value. Leave with food for thought and simple, actionable concepts that may enhance a practice’s value, health and stability.