Webinar Registration

A Great Checklist for Buying a Financial Planner Practice

Thursday, June 29, 2023 at 1:00 PM ET

Managing Director of RIA OPS

Michelle Atlas-Quinn, J.D.

AdvisorLaw

Director of Mergers & Acquisitions

Matt Durr, E.A.

AdvisorLaw

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.

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