Webinar Registration

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

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -

Tuesday, November, 4

12:00pm ET

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

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

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.