|Speakers: Kelli Cruz (Cruz Consulting Group) & Jason Carroll (Live Oak Bank)|
More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the overall enterprise value of a business.
In this webcast, experts from CCG and Live Oak Bank will present exclusive research examining deal activity and succession planning and will specifically discuss:
Click here to access Live Oak’s Investment Advisory Knowledge Base which will give you access to a library of videos, articles and worksheets designed to help you create and execute your growth or succession strategy, and build the business of your dreams.