Building Your Wealth Advisory Firm's Acquisition Strategy

     Webinar Information:

Description: During the past 10 years, the advisory market has experienced rapid growth of client assets and firm valuations. As the competitive landscape shifts, the financial markets fluctuate, and the need for new, second and third generation leaders increases, it's important for owners to understand how to create a business that can stand on its own.

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.