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[Webinar] 5 Mistakes to Avoid During an Acquisition

August 23 @ 11:00 am - 11:45 am

5 Mistakes to Avoid During an Acquisition

Aug 23, 201711:00am PDT45 minutes

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You’ve got a deal with another advisor but now what?

Erik Pahlow, Executive Vice President of SRG, will cover the steps from identifying your successor or seller, to closing the deal, and everything in between. He will also share the five biggest mistakes made in purchase agreements by advisors.

Join us so you are prepared to make the right decisions during the selling process to ensure you do it right the first time!

About Erik Pahlow:
With more than a decade of consulting experience helping advisors, Erik has helped hundreds of advisors prepare and sell their business, and as has valued more than 4,600 businesses in his career.

Erik has also worked with some of the nation’s largest broker-dealers, custodians, and non-profit organizations to develop new and innovative research and recommendations on valuation and succession planning for advisors.

Currently, Erik leads SRG’s practice sales division, helping advisors find the best successor/buyer and get the best value for their business.

Details

Date:
August 23
Time:
11:00 am - 11:45 am
Event Categories:
,
Website:
https://attendee.gotowebinar.com/register/8350233744689705473?source=Website+Event

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