Agenda Details

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Friday, November 2, 2007

10:15 AM - 11:45 AM

FAFN: FP Transitions: Practice Valuations - Purchase and Sale

Speaker(s)
David Grau, Jr. Director, FP Transitions

Description
As the open market has evolved, so has the valuation process. The presentation will cover the three major indexes that are currently used to evaluate a practice's value and their effect on the final sales or purchase price. This is a groundbreaking presentation on the open market valuation process, the most common valuation method used in the financial services industry, and typically the highest and best value for a professional financial services practice, whether a sole practitioner or a group practice. This presentation is designed for practice owners who are considering selling a practice, interested in buying a practice, or those interested in how to accurately determine the value of their life?s work. This presentation will illuminate one of the industry's hottest topics, and provide comparable sales data.



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