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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

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

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

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

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

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

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

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

Advisors must involve clients in all aspects of service delivery

  • September 22, 2014 September 22, 2014
  • 08:40

Develop a security policy and guard against “human stupidity,” expert tells planners

  • September 22, 2014 September 22, 2014
  • 06:00