• Preparing for a life-changing exit: steps every RIA owner needs to know

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    This final session focuses on exit preparation, ensuring that owners understand how to maximize value before selling or transitioning their business.

    We’ll cover:

    • Early stage exit planning
    • Maximizing value for sale
    • Financial, legal, and operational considerations
    • Preserving client relationships

     

    This complimentary webinar is intended for financial professionals only. John Hancock Investment Management is not affiliated with Justin Goodbread.

    By registering, you are certifying that you are a financial professional and agree to share your information with John Hancock Investment Management.