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5 Keys to Successful M&A

Watch live on July 17, 2018 | 2:00pm ET / 11:00am PT

Timothy D. Welsh, CFP
President and Founder
Nexus Strategy, LLC

Linda Ding
Director of Strategic Marketing
Matt Sonnen
Founder and CEO
PFI Advisors


According to a recent industry survey, RIA mergers and acquisitions are hitting record numbers as the growing population of aging business owners are getting ready for their golden years. For opportunistic firms, growing by M&A has become a key strategy to turbo charge growth. However, how to maintain client loyalty and cultural compatibility is critical for post M&A success. Professional buyers are leveraging their operational efficiencies and robust infrastructure to create a smooth onboarding process for acquired clients and staff. Join this lively webinar for an insightful discussions with industry veterans on key strategies that will create business synergies and profits via M&A deal making.

The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.

Not able to attend? Register anyway! Archived versions of webinars are available to watch ON DEMAND shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

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TAGS: Resources