WEBINAR

Doing Deals: M&A Essentials for Buyers and Sellers

Webinar Information:

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:

Check Mark Icon The types of practice sales

Check Mark Icon The process for buying/selling a practice

Check Mark Icon Key legal and tax considerations

Check Mark Icon Financing options available for buyers

Deal support options that are available for both buyers and sellers are covered, with a live Q&A session following.

 

Register to Watch on Demand
 

Meet the Speakers

Tony Whitbeck_Advisor Legacy Webinar

Tony Whitbeck

CEO, Advisor Legacy

Adam Farag_Advisor Legacy Webinar

Adam Farag

Strategic Markets VP, Oak Street Funding