Webinars & live sessions
Live conversations on retention, succession, and the advisor lifecycle — with the people running it at real firms.
Financing as a tool to growing your Advisory practice.
An overview of the Canadian lending environment, including coverage of various leverage and transaction structures as well as valuation methodologies to equip advisors with a better understanding on their financing options going forward. The focus will be to arm advisors with the understanding of what makes a transaction viable for financing, how to be prepared when evaluating opportunities, and how to filter out viable transactions within the first conversation. The presentation will also include tips and best practices for a smooth decision and funding process, as well as providing an understanding to advisors to determine the viability of transactions, at least from a lender's perspective.
