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Acquiring a Practice in a Competitive Marketplace – Detroit, MI

April 19, 2018 @ 10:00 am - 3:00 pm

Today, financial advisors over 60 manage approximately $2.3 trillion in assets. This represents an extraordinary opportunity for you to gather assets and grow exponentially by acquiring books of business from advisors who are ready to retire. Register today to learn about your options and the financial resources available to help you grow.

Speaker: Erik Pahlow, Executive Vice President of Succession Resource Group

In this half day workshop, you will learn:

  • The most current industry data on the M&A market for advisors from 2016 and projections for 2017
  • How to attract deals and prepare your business for exponential growth
  • How to find firms that fit your model
  • Deal structures and financing in a competitive marketplace
  • Best practices for strategic onboarding following an acquisition


April 19, 2018
10:00 am - 3:00 pm
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