Merger or Sale: Finding the Right Path to Your Exit

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Wednesday, August 5, 2026 · 1:00 PM PT / 3:00 PM CT / 4:00 PM ET

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About This Session

Know Your Options Before You're at the Table

Most solo advisors don't start thinking seriously about a merger or sale until an offer lands in their inbox. By then, the window to plan is already closing.

This session is designed to give you a clear-eyed look at both paths — what they actually look like in practice, how they're structured, and what your entity, your client base, and your timeline have to do with the outcome you can realistically expect.

What You'll Walk Away Knowing

How mergers and sales differ structurally — and why choosing the wrong path costs more than just money
What buyers evaluate when they look at a solo or small firm, and how to close the gaps before you go to market
How your entity structure affects your deal options, your tax outcome, and your leverage at the table
When a merger is the right move on its own — and when it's a bridge to a full exit
The planning steps that create optionality, regardless of which path you ultimately choose

Best fit for solo advisors and small firm owners who are fielding inquiries, evaluating growth options, or beginning to think seriously about a future transition.

Merger or Sale: Finding the Right Path to Your Exit

Register for the Webinar

Know Your Options Before You're at the Table

What You'll Walk Away Knowing

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