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:

      • The types of practice sales
      • The process for buying/selling a practice
      • Key legal and tax considerations
      • 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 Access the Webinar Here:

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

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