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

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.