Loading Events
Find Events

Event Views Navigation

Upcoming Events

Events List Navigation

January 2019

[Webinar] 2019 Advisor M&A Review

January 22, 2019 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States
Find out more »

M&A Summit – Dallas, Texas

January 24, 2019 @ 12:00 pm - 1:00 pm
Ruth Chris Steak House,
17840 Dallas Pkwy, Dallas, TX 75287 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…

Find out more »
March 2019

M&A Summit – Providence, RI

March 28, 2019 @ 12:00 pm - 1:00 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…

Find out more »
+ Export Listed Events