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PRSA 2018 Counselors Academy Conference

May 6–8 | Toronto

Sunday, May 6 | 1–5 p.m. | Pre-Conference Session*

Planning Your End Game: A Master’s Course in Maximizing Your Agency’s Value and Preparing for Sale

Back by popular demand, this is one session you can’t afford to miss. Whether you are decades away from exiting your agency or currently in the throes of valuations and succession planning, plan to take a deep dive into the best practices for monetizing, maximizing and moving on from the business you’ve worked so hard to build. 
 
Our expert faculty, will reveal:
• The latest approaches for assessing your agency’s next level of leaders and creating the succession plan that’s right for you and your business
• How to determine the best timing for sale, while considering market conditions and your own personal and professional goals
• Steps you can take today to start maximizing your firm's value and attractiveness to potential buyers
• The most commonly overlooked legal and financial pitfalls of selling an agency and how to avoid them 

There will be plenty of time to pick the brains of our expert panel, so come equipped with your questions. Seats are limited, so register today for this returning Counselors Academy program!

Pre-Conference Faculty:
• Rick Gould, JD, CPA – Managing Partner, Gould + Partners
• David Tobin – TobinLeff, LLC.
• Rory Carlton – Arketi Group
• Brad Schwartzberg, Esq., partner, Davis & Gilbert LLP

 

Brad_Schwartzberg_Photo 
Brad Schwartzberg, Esq., partner, Davis & Gilbert LLP

 

Moderator:
Martin Waxman, president, Martin Waxman Communications

*This is an additional ticketed event not included in the conference registration.