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July 2018

[Webinar] 5 Mistakes to Avoid During an Acquisition

July 25 @ 11:00 am - 12:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States
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LPL Focus Conference

July 29 @ 8:00 am - August 1 @ 5:00 pm
Boston Convention & Exhibition Center,
415 Summer Street, Boston, MA 02210 United States
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August 2018

Ameritas Conference – Denver, CO

August 1 - August 2
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2018 Ameriprise National Conference

August 1 @ 8:00 am - August 2 @ 5:00 pm
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IFG National Conference

August 20 - August 23
Hotel Del Coronado,
1500 Orange Ave, Coronado, CA 92118 United States
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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

M&A Summit – Sacramento, CA

September 19 @ 8:00 am - 5:00 pm
Zinfandel Grille,
2384 Fair Oaks Blvd, Sacramento, CA 95825 United States
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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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M&A Summit – Boston, MA

September 19 @ 8:00 am - 5:00 pm
TBD – Boston MA,
Boston, MA United States
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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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M&A Summit – Glastonbury, CT

September 27 @ 12:00 pm - 1:00 pm
J Gilbert’s Wood-Fired Steaks,
185 Glastonbury Blvd, Glastonbury, CT 06033 United States
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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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