Upcoming Events

Next Lunch Event: May 8, 2019 at Bridgewater Place

11:30am – 1:00pm

“Acquiring or Selling a Practice in a Competitive Market” 

Industry Trends

Connecting Buyers & Sellers

Components of a Typical Deal

Financing a Deal

Due Diligence

The coming years will bring unprecedented change in our industry with many advisors retiring and selling their practices. According to a recent Accenture study, 4.5 trillion in AUM will change hands.

Are you ready? Come listen how to prepare for an acquisition or succession, how buyers and sellers can link up and how to structure and finance the deal.  John Turner a 30-year veteran of practice management and Senior Loan Officer with Live Oak Bank will talk about how you can win the deal when acquiring practices or succeeding from your practice. This will be a lively session with lots of opportunities to ask your questions.

Presented by John Turner with Live Oak Bank

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