Register today! Buying and selling an advisory business

This workshop is intentionally directed at both buyers and sellers of financial advisory businesses.

Experience has taught us that a greater understanding of the drivers behind, and processes that govern merger and acquisition, benefit both parties in a transaction. Deals often fall apart because one or both sides in a transaction are unaware of the depth of information required, and why it’s necessary. We also know that many buyers will look to sell themselves in a few years. We think we can help both sides of the transaction in just one seminar.

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