After the Marriage, Before the Payout: When Transitions Go Sour

Selling, purchasing or transitioning a firm is about more than the end $$ in your pocket— to get there, the process must include ensuring your data is accurate, reliable, and ready to support business continuity.

This session will cover why clean data matters, what firms need from technology, and how it impacts advisors, valuations, and client trust.

Key Takeaways:

• Why smooth performance and fee migrations are essential for firm movement and how to get it.
• The impact on valuations, negotiations, and acquisition timelines.
• How high-volume firms use tech features like dashboards and audit trails to stay efficient
• Common causes of data issues during transitions and how to avoid