We aim to to educate independent wealth management firms on the most important aspects of the succession marketplace and how to build a system for growth through acquisition. We will focus on the scope of the succession opportunity, valuation methodologies, key drivers of practice value, risks and opportunities of buying or selling a practice, and the ideal business plan for sourcing and engaging prospects.
Date and Time:
Wed, October 11, 2017
5:00 PM – 8:00 PM PDT
1652 Stockton Street
San Francisco, CA 94133
Refunds up to 1 day before event
PAST EVENT RECAP
Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.
As an independent, non-affiliated firm, the Succession Link community extends well beyond that of the typical broker/dealer, providing a banquet of options and allowing them to focus on the details most important to their decision-making criteria; e.g. geography, philosophy and style. This event included 60 members of the Succession Link Community and 4 panelists that discussed how to build a workable acquisition strategy.
Special Thanks to our Panelists and Sponsors,
James Hughes Live Oak Bank
Mark Penske United Advisors
Ben Seelaus Granite Springs Asset Management J
im Vitalie CEO James Alpha/Global Financial Private Capital