Loading Events

« All Events

  • This event has passed.

AssetMark AUM Accelerator Series – Part 1: Preparing and Sourcing

August 5 @ 1:00 pm - 2:00 pm

Buying a practice is the fastest way to grow your business, and despite the average advisor being in their mid-50s and few having an exit plan, less than 1 in 50 buyers will successfully find and close a deal. With the right amount of preparation and planning, it is possible to find more opportunities for a merger or acquisition and selectively close the right deals. This session focuses on the foundational elements consistently found with serial acquirers:

• Understanding the competitive landscape – the most current data and trends of advisor M&A
• Preparing your practice for rapid growth – operational best practices
• How to stand out from the crowd – with more than 50 buyers for every seller, tips & tricks to become part of the “final four”
• Fundamentals of value and valuation – how to create a business a seller wants to sell or merge with

Details

Date:
August 5
Time:
1:00 pm - 2:00 pm
Event Categories:
, ,

Venue

Succession Resource Group
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States
Phone:
503-427-9910
Website:
www.SuccessionResource.com

Organizer

Succession Resource Group
Phone:
503-427-9910
Website:
www.successionresource.com