How to Build a Workable Acquisition Strategy
$0 – $25
How to Build a Workable Acquisition Strategy

How to Build a Workable Acquisition Strategy

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Tom Ham's Lighthouse

2150 Harbor Island Drive

San Diego, CA 92101

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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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Location

Tom Ham's Lighthouse

2150 Harbor Island Drive

San Diego, CA 92101

View Map

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