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Succeeding at Succession

In this 10-part series, George Hartman, managing partner with Elite Advisors Canada, tells you what you need to know to plan your succession and maximize the value you get for your practice.He speaks with Grant McIntyre, senior editor at Investment Executive.

March 24, 2015

Documenting your succession plan

In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.

  • March 24, 2015 January 23, 2018
  • 09:01

Determining the value of your practice

In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the value of your business before you put in on the market.

  • March 18, 2015 December 19, 2017
  • 09:20

Getting the best price for your business

In part eight, George Hartman, managing partner with Elite Advisors Canada, gives tips for getting the best price for your business, including how to approach valuation and position your business for sale.

  • March 10, 2015 December 19, 2017
  • 14:15

Keeping a practice in the family

In part seven, George Hartman, managing partner with Elite Advisors Canada, shares the professional and personal criteria to consider when deciding if you should sell your business to a family member.

  • March 4, 2015 December 19, 2017
  • 16:35

Choosing the right successor for your practice

In part six, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of choosing the right successor, and highlights key questions you need to ask to find the right successor for your business.

  • February 24, 2015 December 19, 2017
  • 08:00

Finding a buyer for your practice

In part five, George Hartman, managing partner with Elite Advisors Canada, discusses three categories of buyers — financial, strategic and family — and highlights the advantages and disadvantages of each group.

  • February 18, 2015 December 19, 2017
  • 06:00

Determining your exit options

In part four, George Hartman, managing partner with Elite Advisors Canada, outlines the pros and cons of various exit options for advisors, and gives tips on how to get the best value for your practice.

  • February 12, 2015 December 19, 2017
  • 16:10

Getting prepared for succession

In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.

  • February 6, 2015 December 19, 2017
  • 06:00

Getting started on your succession plan

In part two, George Hartman, managing partner with Elite Advisors Canada, explains how putting off planning for your succession can diminish the value of your practice. He offers advice on how to get started with your plan.

  • January 30, 2015 December 19, 2017
  • 06:00

Succeeding at Succession: Why you need a plan

In part one of a 10-part series, George Hartman, managing partner with Elite Advisors Canada, explains why it’s important for advisors to plan for their succession, and outlines the components of a good succession plan.

  • January 22, 2015 December 19, 2017
  • 11:20