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Thu, May 30

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Stratos Office

Preparing Yourself and Your Business for Practice Acquisitions - Columbus

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Preparing Yourself and Your Business for Practice Acquisitions - Columbus
Preparing Yourself and Your Business for Practice Acquisitions - Columbus

Time & Location

May 30, 2024, 12:00 PM – 1:30 PM

Stratos Office, 291 E Livingston Ave, Columbus, OH 43215, USA

About the event

The coming opportunity for Wealth Managers and Financial Advisors is tremendous.  The disruptive forces of constant regulatory change, technology adoption, platform mergers and the aging Advisor population has created a “perfect storm” for growth-minded Advisors considering acquisition as a key strategy.  Please join us for an upcoming educational and networking event in Bedford on Thursday, March 7th. We will be sharing ideas on “Preparing Yourself and Your Business for Practice Acquisitions.” During this in-person session, we will be covering:

  • Understanding Today’s M&A Landscape
  • Gaining Clarity on Your "Why" and "What"
  • ​​​​Determining if your Practice is "Acquisition-Ready"
  • Developing Your Acquisition Strategy
  • Deal Structure & Financing Considerations.

*Lunch will be served

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