A Great Checklist for Buying a Financial Planner Practice

Join us for an exclusive webinar on M&A Due Diligence!

Investing in mergers and acquisitions (M&A) can be highly rewarding, but it’s essential to tread carefully. That’s why AdvisorLaw and the Financial Experts Network have partnered to bring you an informative webinar focused on M&A due diligence.

Join Michelle Atlas-Quinn, J.D., and Matt Durr, E.A., from AdvisorLaw, as they provide valuable insights on the crucial steps you need to take during the due diligence process. This presentation will guide you through assessing the compatibility of the target practice, reviewing financials, analyzing the client base, developing a comprehensive transition plan, conducting a thorough valuation, and much more.

? Date: Thursday, June 29, 2023
Time: 1:00 PM ET
? Register Here!

By attending this webinar, you’ll gain expert knowledge that can make all the difference in ensuring a successful acquisition and seamless integration. Don’t miss this opportunity to learn how to protect your investments and make informed decisions in the world of M&A!