Build your future with succession & M&A strategies 🏆
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SPONSOR CONTENT FROM AVANTAX
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WEB SEMINAR

Building your legacy: Succession planning and M&A insights
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Succession planning is essential to ensure your business can continue to operate after your retirement or in the event of the unexpected. Additionally, having a plan in place makes your firm more attractive, both to potential partners and buyers, as well as to your employees. Hear from Mike England and Elvis Medica as they discuss best practices for building a succession plan and how to approach buying or selling a firm.

 

Don't miss out on these actionable insights: 

  • Succession planning essentials for financial professionals 
  • How to use succession planning as a tool for growth
  • Using M&A to expand your reach and enhance services for clients 
  • Important things to consider when buying or selling a practice
  • How to build client trust during periods of transition 

  • Important things to consider when buying or selling a practice

  • How to build client trust during periods of transition
 
SPEAKERS

Mike England

Managing Partner & Wealth Management Advisor
Willis and Machnik

Financial Services
(Speaker)

Elvis Medica

Director, Business Development Recruiting

Avantax
(Speaker)

Cat Auer

Managing Editor

Financial Planning
(Moderator)
 
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The Avantax® family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.
 

CFP CE credit is being offered for this webinar.*

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar.
 

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