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A Great Checklist for Buying a Financial Planner Practice
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, June, 29
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ET
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75 minutes
Michelle
Michelle Atlas-Quinn, J.D.
Managing Director of RIA OPS AdvisorLaw
Matt Durr
Matt Durr, E.A.
Director of Mergers & Acquisitions AdvisorLaw

What You'll Learn

Are you planning to expand your financial advisory practice by acquiring another one? Then don't miss this insightful presentation with Michelle Atlas-Quinn, J.D., and Matt Durr, E.A., from AdvisorLaw, as they walk you through the essential steps you need to take during the due…

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What You'll Learn
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Webinar Description

Are you planning to expand your financial advisory practice by acquiring another one? Then don't miss this insightful presentation with Michelle Atlas-Quinn, J.D., and Matt Durr, E.A., from AdvisorLaw, as they walk you through the essential steps you need to take during the due diligence process. You'll learn how to assess the compatibility of the target practice, review financials, analyze the client base, develop a comprehensive transition plan, conduct a thorough valuation, and more! Insights from these industry experts can ensure a successful acquisition and a smooth integration.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.