Audio/Podcasts
|
 |
Matt Matrisian, vice president, and Sarah Stanton, assistant vice president, of Practice
Planning and Acquisitions: addressing the challenges facing succession planning and valuation issues, and offering guidance on
managing the acquisition process (16:27)
Play Audio | Download MP3 |
 |
Chip Bauder, senior vice president of Wealth Solutions: knowing what to look for when seeking favorable
tax treatment (10:10)
Play Audio | Download MP3 |
 |
Robby Harfst, RJFS-ICD – Ashland, OR: using caution and careful planning in mergers
(7:41)
Play Audio | Download MP3 |
 |
Tricia Tripp, RJFS-ICD – Rockville, MD: discussing both the high points and the emotional side of family
business transitioning (9:15)
Play Audio | Download MP3 |
 |
Todd Sanford and Scott Williams, RJFS-ICD – Portage, MI: using a proven laddered approach
to training and succession planning (12:23)
Play Audio | Download MP3 |
| |
Webcasts
|
 |
Matt Matrisian, vice president of Practice Planning and Acquisitions presents to Raymond James Ltd.: Financial Advisor Insights Speaker Series:
"How Much is Your Business Worth?" This presentation covers:
- Case Study Analysis of various practices and their substantially different values
- Trends in Book Valuations
- How to ensure maximum valuation of your business
- Insights on U.S. Book Valuation methods
Play Webcast
|
