Broker Check
03 June
Buying or Selling a Practice, Learn More


Waddell & Reed


John Turner of Live Oak Bank


We are excited to announce that

John Turner of Live Oak Bank
will be discussing the key points of consideration for Financial Advisors considering purchasing or selling a financial advisory practice. This knowledge should be valuable for any Financial Advisor, as book acquisition and succession are planned decisions, not instant ones.
We will be covering topics such as:

*Industry Trends

*Preparing for Acquisition

*Components of a Typical Deal

*Various Types of Financing Available

*Sourcing Buyers and Sellers

There will also be time for your questions. If you are actively thinking about transitioning your practice, or are seeking information on what you should be preparing for, join us!

4:00 p.m. - Meet & Greet

4:30 p.m. - Hor d'oeuvres & Presentation

SEATING IS LIMITED - REGISTER NOW (scroll up or email us at

Date and Time

Mon, Jun 03, 2019

4:00p - 6:00p EST


Sea Salt, St. Pete, FL

183 2nd Avenue N,
St. Pete, FL 33701
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