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August 2018

IFG National Conference

August 20 - August 23
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M&A Summit – Phoenix, AZ

August 29 @ 6:00 pm - 7:00 pm
Flourish,
13225 N. Eagle Ridge Dri, Scottsdale, AZ 85268 United States

Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some…

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September 2018

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

September 12 @ 7:00 am - 9:00 am
Riverside Golf and Country Club,
8105 NE 33rd Dr., Portland, OR 97211 United States
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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. Factors to drive value in your practice Buyer/Seller Landscape How to find the right match Evaluate if your business is positioned to purchase a book Financing Options Cost: Free + Complimentary Breakfast Session Duration: September 12th 7am-9am This is a complimentary event open to all investment professionals.…

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[44720] M&A Summit – Sacramento, CA

September 19 @ 6:00 pm - 7:00 pm
Zinfandel Grille,
2384 Fair Oaks Blvd, Sacramento, CA 95825 United States
+ Google Map

Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some…

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[44722] M&A Summit – Glastonbury, CT

September 27 @ 12:00 pm - 1:00 pm
J Gilbert’s Wood-Fired Steaks,
185 Glastonbury Blvd, Glastonbury, CT United States
+ Google Map

Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some…

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October 2018

2018 FPA Annual Conference

October 3 - October 5
Hyatt Regency Chicago,
151 East Wacker Drive, Chicago, IL 60601 United States
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M&A Summit – Detroit MI

October 9

Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some…

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NAPFA Fall Conference

October 15 - October 18
Sheraton Philadelphia Downtown Hotel,
201 N 17th St., Philadelphia, PA 19103 United States
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M&A Summit – Boston, MA

October 17 @ 8:00 am - 5:00 pm

Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some…

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EPA – Jacksonville, FL

October 18
Unnamed Venue,
Jacksonville, FL
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