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M&A and Succession Strategies to Accelerate Growth

webcast 2017-05-02

More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the overall enterprise value of a business.

Date: Tuesday, May 2, 2017

Time: 4-5 PM ET

In this live, interactive webcast, experts from InvestmentNews and Live Oak Bank will present exclusive research examining deal activity and succession planning and will specifically discuss:

  1. How you can determine if you are ready to take on a merger or acquisition
  2. How you can evaluate mergers or acquisitions that align with your firm's overall goals for growth
  3. The different types of merger or acquisition opportunities that are expected to surface throughout 2017
  4. How you can strategically identify individuals or firms that can help you execute a succession plan
  5. Resources to help facilitate deal activity and expanding your business

Registrants for this free webcast will receive a complimentary copy of Live Oak Bank's "Guide to Financing" and will be able to download the slides from InvestmentNews Research's M&A Outlook presentation.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


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