December 4, 2022

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A banker, buyer and top industry consultant discuss major trends impacting the value of your business in 2022
Economic policies and market trends over the past couple years have made now one of the most attractive times to sell your business our industry has ever seen. After learning this, many successful advisors ask themselves, will the seller’s market continue? What can I do to get top dollar for my business? How much am I giving up by selling? Our panel combines decades of industry experience to discuss these topics.
The panel brings together long-time experts from each side of the equation: Stuart Silverman Chairman of Bluespring Wealth Partners, a leading acquisition firm, and David Canter, President of Bluespring Wealth Partners, David Abbott President of Cambridge International Partners, a banking firm providing M&A services to the investment management space since 1989, and Philip Palaveev CEO of the Ensemble Practice, a top consultant who helps financial advisors grow their practices to make them more valuable.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by

 

Sponsored by

 
 
Stuart Silverman
Chairman
Bluespring Wealth Partners
 
David Canter
President
Bluespring Wealth Partners
 
Philip Palaveev
Chief Executive Officer
The Ensemble Practice
 
David Abbott
President
Cambridge International Partners
 

David H. Lenok – Host
Senior Wealth Planning Editor
WealthManagement.com
 
 
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