Selling in the Next 3–5 Years? What You Need to Do Starting Now

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Wed, September 2nd, 2026 • 1 PM PT / 3 PM CT / 4 PM ET

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About This Session

The Best Exit Outcomes Aren’t Accidental.

The work that determines your sale price and terms is happening right now, whether by design or by default. The advisors who get the best outcomes don't simply get it because it's a seller's market. They spend time and are intentional about quietly optimizing, fixing, and/or preparing the things buyers actually care about. They are strategic about their decision-making, whether they’ve got 3 months or 3 years - with the right approach, you can move the needle. This session walks through exactly what steps to take now, to optimize your result later.

What You'll Walk Away Knowing

Why a 3-5 year timeline is shorter than it feels
The different types of buyers in today's market, what each one wants, and the price/terms you can expect (think - internal succession, peer-to-peer sale, or PE/Aggregator)
What buyers reward, what they discount, and what kills deals before they even get started
The red flags that buyers won’t tell you, but that is sabotaging your value
Getting your financials, clients, and operations ready
What today's sellers wish they'd started two years earlier

Best fit for advisory firm owners who are fielding offers, planning an internal succession, evaluating growth options, or beginning to think seriously about an eventual exit.

Selling in the Next 3–5 Years?
What You Need to Do Starting Now

Register for the Webinar

The Best Exit Outcomes Aren’t Accidental.

What You'll Walk Away Knowing

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Award-Winning M&A Team

Credentialed Experts