Webinar Registration

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

01:00pm ET

75 minutes

Michelle Atlas-Quinn, J.D.

Managing Director of RIA OPS AdvisorLaw

Matt Durr, E.A.

Director of Mergers & Acquisitions AdvisorLaw

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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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.