Legal/Tax/M&A: Where Your Professionals Fit Into Your M&A and Succession Plan

Discover how to align the right professionals with the right phase of your M&A or succession plan — without wasting time or money. This session delivers hard-earned insights from hundreds of real-world advisory firm transitions.

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Host

Todd Fulks, JD, BFA

Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Building Your Team for Succession Success

June 10, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET