Educational Events Archives – Succession Resource Group
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February 2020

Secrets of Succession – A Guide for Buyers, Sellers, and Everything In Between

February 4 @ 11:30 am - 1:30 pm
Palm Restaurant,
6705 B Philips Place Ct, Charlotte , NC 28210
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Advisor M&A Summit – Boca Raton

February 5 @ 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…

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Principal Kick-Off Meeting

February 12 @ 1:00 pm - 1:30 pm
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AMPF Virtual Seller Workshop

February 13
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Practitioner to CEO – Controlling the Value of Your Business

February 28
Paso Robles Inn,
1103 Spring Street, Paso Robles, CA
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