Last updated: July 10 2014

Practice Management Expert George Hartman Talks Succession Planning at DAC

George Hartman brings his expertise on advisor business succession planning and exit strategies to the 2014 Distinguished Advisor Conference as part of Business Valuation: Succession Plans vs. Exit Strategies.

  • Is your business worth what you think it is? It could be worth a lot more!
  • Understand at which point you will be ready to walk away from your business - both intellectually and emotionally
  • Put the pieces in place now for a successful exit years down the road

George Hartman is Co-Founder and Managing Partner of Elite Advisors Canada Inc., an independent enterprise dedicated to helping financial advisors capitalize on the true potential of their business through skillful practice management strategies and tactics. He is also Founder & CEO of Market Logics Inc., a firm that provides intelligence-based solutions to organizations and individuals looking to take their business to new levels.

 

Join George and other outstanding thought leaders in the tax and wealth advisory industries November 9-12, 2014 in the beautiful Texas Hills at the Distinguished Advisor Conference. Be sure to register by September 30!