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

Organizer

Waddell & Reed florida-georgia@wradvisors.com

Presenter

John Turner of Live Oak Bank

Description

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 an 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 florida-georgia@wradvisors.com)

 

Date and Time

Wed, Jun 05, 2019

4:00p - 6:00p CST

Location

Cork & Cleaver Gastropub, Montgomery, AL

2960A Zelda Road
Montgomery, AL 36106
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