Build the Right Team. Build Your Legacy.
Eric Leeper, CFA - CFO & Principal at FP Transitions
James Fisher, JD - VP of M&A & Principal at FP Transitions
Alicia Chandler - President at Oak Street Funding
Susie McEuen - Vice President of Strategic Markets at Oak Street Funding
We are thrilled to invite you to an exclusive webinar featuring industry experts from FP Transitions and Oak Street Funding. Join us as we explore the hottest topics in the financial advisory space, including mergers, acquisitions, financing, and the latest industry trends. This is a must-attend event for advisors looking to grow through acquisitions or plan their succession.
Join our subject matter experts as they dive into these key discussion points:
- Expert Insights: Hear from James, Susie, and Alicia on the current demand in the M&A marketplace and strategic considerations for buyers and sellers.
- Industry Trends: Learn about the shifts in the industry over the past 12-18 months and what to expect in the future.
- Partnership Paths: Understand the increasing importance of finding the right partner and the benefits of equity and minority investment opportunities.
- Talent Acquisition: Discover how firms are not just acquiring books of business but entire teams, and the impact on underwriting and credit opportunities.
- Preparation Strategies: Get tips on how to prepare for successful transactions from both buyer and seller perspectives.
Watch On Demand