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IFG AUM Accelerator Series – Part 3: The Deal

November 19 @ 1:00 pm - 2:00 pm

Finding someone to purchase or merge into your practice is a time consuming a challenging process, but with the right plan and commitment, it is possible to consistently go from being one of 50 interested buyers to one of the final four. Here our focus is how to effectively negotiate the deal so you go from being 1 of 4 considered, to THE one:

  • Understanding the type of seller you are dealing with
  • How are deals currently being structured? What is working and what isn’t?
  • Key tax considerations to negotiate
  • How to win the deal – creative deal structuring alternatives
  • Financing the deal
  • How to win without overpaying, and when to overpay

The session concludes with a focus on the process, getting from signed Letter of Intent to Closing and funding.

Details

Date:
November 19
Time:
1:00 pm - 2:00 pm
Event Categories:
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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