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Waddell & Reed: Grow, Buy or Sell a Practice – Portland, OR

September 12, 2018 @ 7:00 am - 9:00 am

Join us for breakfast with Erik Pahlow, Executive Vice President from Succession Resource Group. He will share valuable insight on how to best position your practice for overall valuation, acquisition and succession opportunities.

  1. Factors to drive value in your practice
  2. Buyer/Seller Landscape
  3. How to find the right match
  4. Evaluate if your business is positioned to purchase a book
  5. Financing Options

Free + Complimentary Breakfast

Session Duration:
September 12th 7am-9am

This is a complimentary event open to all investment professionals. This event is brought to you by the Oregon & SW Washington Market of Waddell & Reed, an independent firm.

          Please RSVP directly to Kellie Morgan at KJMorgan@wradvisors.com or (503) 371-8958.


September 12, 2018
7:00 am - 9:00 am
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Riverside Golf and Country Club
8105 NE 33rd Dr., Portland, OR 97211 United States
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