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Webinar: Maximizing the Value of Your Firm & How Fortigent Can Help
September 09, 2009
Most RIAs and wealth managers, like many of the investors they serve, dream of the day when they can cash in on their life's work through the sale of their business, allowing them to realize millions of dollars in the process.
A method of managing and optimizing the value of one's firm is, however, something that eludes the owners and senior executives of these advice-providing organizations.
We invite you to join Dan Seivert, CEO of ECHELON Partners, a wealth management industry's leading provider of valuation and transaction services, as he provides valuable insights into the drivers of valuation, how to manage them, and how to optimize the proceeds upon your own liquidity event.
Dan will be joined by Gary Carrai, Senior Managing Director of Fortigent, who will share his valuable perspectives regarding how the Fortigent platform can play an integral part in this pursuit.
To register please click on Fortigent.
