Building Your Wealth Advisory Firm's Acquisition Strategy

Webinar Information:

Join Oak Street Funding's Adam Farag, VP Strategic Markets Sales, and MarshBerry's Vice President, Rob Madore, as they discuss evolving market conditions, creating a robust acquisition strategy that includes your financial preparedness, and considerations for completing the transaction.

Gain key insights on:

M&A market insights

How to find acquisitions

Look internally before acquiring