JOIN US FOR A COMPLIMENTARY PRESENTATION

DISCOVER THE UNIQUE PERSPECTIVES THAT BUYERS AND SELLERS EACH HAVE IN THE SALE OF A FINANCIAL SERVICES PRACTICE

Current trends in how the market place is changing

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What You'll Learn

  • Creating a business that has transferable enterprise value.
  • How to protect the value of one of the largest assets in your personal and professional portfolio, and how to avoid the three largest mistakes advisors often make in this area.
  • Current trends in how the market place is changing and how experienced buyers identify and capitalize on acquisition opportunities.
  • When you do decide to exit the profession, how to transfer your legacy to the next generation with maximum efficiency, value and control.
  • How to access third-party capital to support succession and acquisition strategies in today’s environment.

Featured Speakers

Ryan N. Elder, AIF®, CLTC®, NSSA®, and Max Razzore

With over 60 years of combined industry experience and consulting on hundreds of successfully closed transactions, your hosts will share this valuable perspective, experience, and support that is available through Cetera Investors.

Check the background of this investment professional on FINRA’s BrokerCheck.

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This information is general in nature and should not be construed as tax advice. Please consult a tax or legal adviser as to how this information affects your particular circumstances. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.

Cetera Investors is a marketing name of Cetera Investment Services LLC. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

Ryan N. Elder, Vice President, Branch Manager, Michael J. Sanchez, Wealth Manager, John Penaflorida, Wealth Manager, and Jacob Dingle, Wealth Manager, 5433 Westheimer Rd., Ste. 590, Houston, TX 77056, (713) 961-0500