Doing Deals: M&A Essentials for Buyers and Sellers
Webinar Information:
Description: Join M&A experts from Advisor Legacy and lending partner Oak Street Funding as they introduce prospective buyers and sellers to essential elements of doing a deal. They specifically discuss:
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- The types of practice sales
- The process for buying/selling a practice
- Key legal and tax considerations
- Financing options available for buyers
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Deal support options that are available for both buyers and sellers are covered, with a live Q&A session following.
Register to Access the Webinar Here:
Meet the Speakers
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Tony Whitbeck
CEO, Advisor Legacy

Adam Farag
Strategic Markets VP, Oak Street Funding
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