InvestmentNews Webcast: M&A and Succession Strategies to Accelerate Growth


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:

  • How you can determine if you are ready to take on a merger or acquisition
  • How you can evaluate mergers or acquisitions that align with your firm’s overall goals for growth
  • The different types of merger or acquisition opportunities that are expected to surface throughout 2017
  • How you can strategically identify individuals or firms that can help you execute a succession plan
  • Resources to help facilitate deal activity and expanding your business

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.

Click here to access this archived webcast

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