DeVoe M&A+ Succession Summit Event


July 25, 2022

On September 21 and 22, 2022, DeVoe & Company will host “M&A+ Succession Summit” at the Ritz Carlton Chicago, presenting the current state of M&A planning and pathways to succession. Speakers will include, among others, Pat McClain (co-founder of Allworth Financial), David DeVoe (founder and CEO of DeVoe & Company), Brian E. Parker (managing director and co-founder of EP Wealth Advisors), and Mark Tibergien (formerly the CEO of Advisor Solutions). Presentations will include “The Current State and Outlook for RIA M&A,” “Lessons from Seasoned Acquirers for Prospective Sellers,” “Financing Acquisitions and Internal Succession,” and many more.

To register for the event, please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.