Webinar Registration

Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A.

Date: Tuesday, November, 4 2025 12:00 PM

Duration: 75 minutes

Stacy Santmyer, E.A.

Executive Vice President AdvisorLaw

Matthew Tuerk, J.D.

Contract & Client Services Specialist Associate AdvisorLaw

Josh Barber

CIO & Co-Founder AdvisorLaw

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Join us for an exclusive presentation, led by 3 experienced M&A lawyers from AdvisorLaw, designed for financial advisors considering succession, sale, or growth through M&A. The presenters will provide a clear overview of how M&A works in the advisory industry, and walk through real-world deal structures and outcomes. You’ll learn the key elements of M&A contracts and what every seller should know before signing. Plus, the attorneys will address the ten most common questions sellers ask when evaluating a transaction—and how to navigate them to achieve the best results. Whether you’re years from retirement or actively exploring a transition, this session will give you the knowledge and tools to approach M&A with confidence.