$25

How to Build a Workable Acquisition Strategy (San Francisco, CA)

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Park Tavern

1652 Stockton Street

San Francisco, CA 94133

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Refunds up to 1 day before event

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We aim to to educate independent wealth management firms on the most important aspects of the succession marketplace and how to build a system for growth through acquisition. We will focus on the scope of the succession opportunity, valuation methodologies, key drivers of practice value, risks and opportunities of buying or selling a practice, and the ideal business plan for sourcing and engaging prospects.


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Date and Time

Location

Park Tavern

1652 Stockton Street

San Francisco, CA 94133

View Map

Refund Policy

Refunds up to 1 day before event

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