All Events
October 18 - October 21, 2023
NAPFA Fall Conference
Event
Marcus Hagood
Mallory Boutin, MBA
We've partnered with NAPFA to offer Members an exclusively structured and priced FP Transitions Equity Management Solutions®️ program. Our mission is to transform practices into thriving businesses through concierge consulting in areas of compensation design, entity structure, succession planning, growth consulting and more. Make sure to stop by Booth for a one-on-one consultation!