Partner Webinar: Four M&A Case Studies: Creative Strategies for 2020

  • Thursday, July 09, 2020
  • 11:00 AM
  • Webinar

Join our M&A experts for a live webinar to explore how the changes in the M&A market has opened an array of exit options and creative strategies, whether the market has impacted your business or not.

Four M&A Case Studies: Creative Strategies for 2020
Thursday, July 9  •  11am PT / 2pm ET

The success and prosperity of financial advisory businesses over the past two decades have created and sustained a high M&A demand. And the creation of business resources and pressure-tested strategies focused within the industry have made defining your exit path more accessible.

During the presentation we’ll share four, real-life sales we've recently facilitated:

  • A traditional external exit for an RR/IAR
  • A traditional external exit for an RIA
  • A Sell and Stay® exit for an RR/IAR
  • A Sell and Stay® exit for an RIA
Register now to discover why realizing your ideal exit is about planning and how you structure the deal, plus find out why now may be a lucrative time to sell your business and exit your career.


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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