Understanding Succession and Valuation

Intro

Topic I - Why do I need a succession plan if I don't plan on retiring?

Topic II - How do I determine the value of my business / practice?

Topic III - What should be considering if I am looking to break away from my current firm?

Topic IV - Upcoming events 

Speaker Bio

Terry Mullen, CEO

Truelytics

Terry is a seasoned executive, board member, entrepreneur, and active private investor. After a 29-year career in Financial services distribution as a Senior Executive with AIG, Lincoln Financial, and Sun Life, among others, Terry took his entrepreneurial spirit and founded Truelytics. 

 Terry's in-depth knowledge of financial services and the relationships he has built will enable Truelytics to help advisors continuously improve their practice.  Using data analytics and benchmarking tools, Truelytics software shows financial advisors on how to easily value their business but, more importantly, identify and close any gaps they currently have.

 Terry received a Bachelor's Degree in Business Administration and Finance from the University of Delaware. Terry lives in Pennsylvania and is the father of 7 children.  

Terry's LinkedIn

https://www.linkedin.com/in/terry-mullen-6931a86/ 

Terry's Twitter

https://twitter.com/tmullen610?lang=en

Truelytics Company Info. 

https://www.truelytics.com/

Phone: 1 800-834-7494

Email:  [email protected]  

Linkedin: https://www.linkedin.com/company/truelytics/

Twitter: https://twitter.com/truelytics1

Facebook: https://www.facebook.com/truelytics1/

Youtube: https://www.youtube.com/channel/UCp5gVjuEBWciKIvKF_EL7AQ?sub_confirmation=1