Helping Advisors Generate Momentum in their Businesses

Risky Business

Thinking of acquiring a book or exiting the business? Our Coach, Afsar Shah explains five things you can do to bridge the gap and minimize risk.

Over the next 12 to 24 months, we are likely to bear witness to a significant spike in demand for books of business and a resulting boom in acquisition activity. One of the most frequently asked questions I get from advisors who are considering an acquisition or sale is:

What steps do I need to take to ensure that I maximize value, minimize risk, and ensure the safety of clients and staff?

Where do I even start?

Advisor anxiety about this issue is legitimate; buying or selling a business is a complex initiative and is just as likely to fail as succeed. Moreover, the consequences of failure are considerable. You risk significantly diminishing not only the value of your business, but also your name, reputation, and life’s work. How can you avoid such a fate?

Click here for the five things you should do to achieve success in either a buy or a sale scenario. This article is published in the latest Forum Magazine. 

Feel free to contact Afsar direct if you have any further questions. 



Afsar Shah, BA, LLB., Business & Regulatory Coach

T: 519.576.2262 Ext. 8
C: 226.808.6483

Powering up for 2019 -  Advocis Barrie Chapter

Thurs., Mar. 7, 2019 8:30am

April-Lynn Levitt is a guest speaker at the Full Day Sales Congress at Advocis Barrie Chapter.

She will speak from 1:00pm - 2:30pm about the importance of mindset for advisors. 

Event Info & Sign Up

Toronto Pearson Financial Planners Forum

Weds., Apr. 3, 2019 9:45am

Afsar has a significant amount of knowledge in buying and selling businesses. In your career, you will eventually become a buyer or a seller. 

This event helps you navigate through this process.

Event Info & Sign Up

Kitchener Financial Planners Forum & Webcast

Tues., Apr. 9, 2019 9:45am

If you miss Afsar in Toronto, he will also be presenting in Kitchener. 

Afsar helps walk advisors through this detailed process to gain more confidence in their decision to buy or sell.  

Event Info & Sign Up