The program goal is to assist you in putting a plan in place to transition a practice, whether you are a buyer or a seller. Ensure that your practice – and most importantly, your clients – are well looked after.
The course includes:
• Business Transition - objectives and considerations
• The PPI Business Marketplace: MatchBook, powered by FindBob
• Valuation and Financing Options
• Case Studies – Finding the Win-Win
• CE Credits
This half-day course is delivered in a classroom setting and includes multi-media presentations, interactive discussions, and a full package of review material for your reference on an ongoing basis.
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Earlier Event: February 9
Desjardins Lunch & Learn
Later Event: February 19
TD Asset Management: Retirement Realities
