Do you know what your practice is worth? Most advisors couldn’t say. They spend decades building their book yet only weeks planning its exit, which is exactly where value can slip.
Join us live with Louis Diamond (CEO, Diamond Consultants) and Stephanie Bogan (Chief Possibility Officer, Limitless Advisor) for a discussion of what actually drives enterprise value in today’s advisory marketplace. The session will cover the five core drivers that create valuation premiums, why similar firms can receive dramatically different offers, and how founder dependency quietly erodes transferability.
You’ll walk away with intentional decisions you can make today to shape your future value. Whether the moment to sell is five years away or five months, the time to prepare is now.
Tune in from 11:00am ET on Thursday, June 25th.
LIVE webinar
June 25, 2026
duration
60 minutes
Speakers
Louis Diamond
Stephanie Bogan