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August 2020

Geneos AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

August 18 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

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September 2020

AssetMark AUM Accelerator Series – Part 3: The Deal

September 9 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

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…

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Geneos AUM Accelerator Series – Part 2: How to Find a Seller and Get them to “Yes”

September 24 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

After preparing yourself and your business for acquisition, finding deals, and getting a seller to commit to you is the next stage on the journey to go from dreamer to consolidator. Here we focus on specific and practical steps to find sellers and how to get them to “yes”: Sourcing sellers – where to find sellers and how to create an effective “go-to-market” strategy for success You’ve found a seller interested in talking, now what: Planning for the first meeting…

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October 2020

AssetMark AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

October 7 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

Find out more »

XYPNLIVE 2020 – Presentation

October 10 @ 8:00 am - October 13 @ 5:00 pm

Secrets of Succession – A Guide for Buyers, Sellers, and Everything in Between Succession planning, mergers, and acquisitions will continue to happen with an increasing frequency given industry demographics, movement in the equity markets, pressure on fees, and heightened compliance. Yet, most owners don’t understand what succession planning can do for their business, how it can help them grow long-term, retain & attract the best talent, or what the most effective equity sharing strategies are that no one is talking…

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November 2020

Geneos AUM Accelerator Series – Part 3: The Deal

November 19 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

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…

Find out more »
January 2021

Geneos AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

January 14, 2021 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

Find out more »
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