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Acquisition and Succession Planning

Acquisition and Succession Planning

Tuesday, April 16, 2019

11:30a - 1:00p EST

Garden City, NY

Garden City, NY

Seasons 52- Roosevelt Field 630 Old Country
Garden City, NY 11530
View on Map Event Website


Katie Luberger [email protected]


Jeff Concepcion

Whether you are considering selling your practice or buying an existing practice, understanding demographics, valuation strategies and deal structure will help you make more informed decisions.

Join us to discuss strategies for buying and selling a financial advisors business and book.

• Explore an exit plan that's right for you
• Placing a value on your business
• Evaluate the opportunities and possible challenges

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