We will walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Ted Motheral from Potomac Law Group to discuss the Legal aspect of the transition process. This week we are coming to you live from Excell to speak with Nate Fisher to …

FPA NexGen Gathering is one of the only events designed specifically for the next generation of financial planning. Join in for the opportunity to engage in thought-sharing conversational sessions, earn CE credit and feel empowered about the change that you and your peers can bring to the industry.

The DeVoe M&A+ Succession Summit is the leading event for RIAs contemplating M&A and transitions. Attendees will learn the fundamentals of transition planning and explore the latest trends in deal-making with the most experienced industry leaders.

Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process.  Topics of Discussion:  • Why to hire an M&A attorney instead of a family attorney.  • The importance of personal goodwill.  • What …

Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the transition process that takes place after an M&A deal.