Business
Praemium's Martin Morris is joined by Steve Prendeville of Forte Asset Solutions who has extensive experience in helping advice practices prepare their businesses for sale. In this session, they discuss some of the key considerations for building an advice practice with a strong business valuation, including client segments, business models and more. The engaging session covers advisers own questions including what is the profitability figure you need to to achieve a good sale price and what is required for succession planning.