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Succession Planning & M&A Accelerator

Solving Succession Planning and Growing Through Acquisition

Learn Proper Valuation Techniques and Create a Successful Succession Plan for Your Firm
What will happen to your firm and your clients when you retire? You need a succession plan. It’s also no secret that advisors everywhere are looking to buy books of business – but how can you put a proper valuation on your acquisition prospects or your own firm? Hear from experts who are working daily with advisors on succession planning and M&A.
You’ll see how to develop a succession plan for your firm, whether you need an internal solution or succession through M&A.
Hear from the industry’s leading M&A experts
Identify what to look for in a successful partner
Demystify economic analysis and understand valuation theory
Accelerator Agenda
Thursday, May 28, 1-4 p.m.
1:00 PM
Demystify the M&A and Valuation Process with Jason Carver
1:45 PM
Featured Speakers
2:25 PM
2:35 PM
Panel – Live Q&A
3:00 PM
Keynote – Subject Matter Expert
3:45 PM
Closing Comments

Succession Planning & M&A Accelerator

Special Price for a Limited Time

Not only do you get the Accelerator, you get everything Excell offers!

Inspirational keynote presentations
Dozens of breakout sessions
Unlimited networking

Interested in sponsoring the Succession Planning & M&A Accelerator or being a featured speaker? Apply here.