In an environment where financial advisers are looking to expand their customer base and diversify the investment strategies offered to their customers through strategic acquisitions, or looking to plan for the future through a succession, this presentation will provide an overview of a typical transaction, including business rationales, structuring, due diligence, transaction documentation, regulatory issues and closing matters.
Webinar Replay: Buying and Selling Financial Advisory Practices: An Overview of Legal Issues
Written by Tim Horton
Updated over a week ago
Updated over a week ago