Study Group: Practice Acquisition – East Bay

January 1, 1970 7:22 am - 7:22 am

Ruth's Chris Steakhouse
1553 Olympic Boulevard, Bldg. E, Walnut Creek, CA 94596

Organizer: The Financial Services Network [email protected]
Add to Calendar

Please join Network Executive Management and your fellow Network peers for a deep-dive into all aspects of acquiring an advisory practice.  Live Oak Bank will kick us off with an update on the acquisition landscape and current trends in financing the purchase of a practice.   LPL Financial will showcase their new business valuation tools and provide you with a valuation of your business.

Christopher Mercado and Daxs Stadjuhar will provide some recent lessons learned and case studies for acquisition. These case studies will also allow an opportunity for networking with your peers at your study group table.  Lastly, we will close with a panel discussion by a buyer and seller as they give you their personal experience during the intimate process of buying or selling a practice.  We will close with Lunch and continued networking opportunities with our Network Team, Live Oak bank, LPL Financial, and our Strategic Partners.

These events will be limited to 35 attendees.  We encourage you to register early.