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DeVoe M&A Summit
Description:
Join us for the annual DeVoe M&A+ Succession Summit, the leading event for RIAs contemplating M&A and transitions. You will learn the fundamentals of transition planning and explore the latest trends in deal-making with the most experienced industry leaders for M&A and succession planning.
Event Details
Date:September 18-20, 2023
Location:Dallas, TX
Meet Our Team

Alicia Chandler
President, Oak Street Funding

Susie McEuen
VP of Sales

Kyle Castle
VP of Sales