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Tax Efficient Strategies For Your Own Succession Plan

When: May 23, 2023

10:00 a.m. (PST) / 1:00 p.m. (EST) 

Duration: 30 Minutes

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A familiar adage states, “It’s not what you make, but what you keep.”

We agree.

Join our team of experienced consultants as well as renowned industry expert, David Grau Jr., for a 30-minute discussion that will highlight how to keep more of what you receive when selling your practice.

We will discuss:

1.) Why most advisors fail to consider tax impacts when selling their practice
2.) Which strategies are more tax efficient than others
3.) How to make SuccessionFlex® work for you

Sponsored by

The Ameriflex Group logo
Diane Carlton Advisor Strategy Consultant The AmeriFlex Group

Diane Carlton
Advisor Strategy Consultant
The AmeriFlex Group

David Grau, Jr. Founder, CEO Succession Resource Group

David Grau, Jr.
Founder, CEO
Succession Resource Group

Jason Benham Advisor Strategy Consultant The AmeriFlex Group

Jason Benham
Advisor Strategy Consultant
The AmeriFlex Group