Morrissey Goodale’s 2023 Valuation & Ownership Transition Webinar

Have you been putting off ownership transition?

Can’t say we blame you. Whether it’s the emotional attachment to your firm, a fear of change, financial, economic and market uncertainty, or just not knowing where to start, it’s no wonder you keep putting off what you know ultimately needs to get done.

But do yourself and your firm a favor—stop procrastinating and get on with it! Join Morrissey Goodale’s Allie Tepper for an exclusive webinar that delves into the art and science of valuation and ownership transition.

Discover the Blueprint

As AE firm leaders, you’ve built a legacy of innovation and excellence. Learn how to translate that legacy into a strategic valuation that truly reflects your firm’s worth. Gain insights into valuation methodologies that empower you to make informed decisions for sustainable growth.

Seamless Transition Strategies

Transitioning ownership doesn’t have to be a daunting process. Allie Tepper will guide you through proven strategies to ensure a smooth handover by showing you the tools that will preserve your firm’s integrity while embracing the future.

Future-Proof Your Investment

This is more than succession – it’s your firm’s blueprint for longevity. Learn how ownership transition can ensure your firm not only survives but thrives in the ever-evolving AE landscape.

Save the Date: November 14, 2023

Presented by:

Allie Tepper

Principal Advisor

Purchase Recording

Nov 14, 2023 | Live webinar | 1-2PM EST

Morrissey Goodale’s 2023 Valuation & Ownership Transition Webinar