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.