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X-WR-CALNAME:Financial Planning Association of Silicon Valley
X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=UTC:20180309T113000
DTEND;TZID=UTC:20180309T133000
DTSTAMP:20180208T082739Z
CREATED:20180103T085723Z
LAST-MODIFIED:20180208T082739Z
UID:568-1520595000-1520602200@www.fpasv.org
SUMMARY:March 2018 Chapter Meeting:  Acquisition: Lifcycle of a Deal
DESCRIPTION:Overview:\nThe next several years represent an unprecedented opportunity to acquire practices or succeed from your practice. According to a recent Accenture study 2.3 trillion in AUM will transfer.  Are you ready? Come listen to John Turner\, a 30-year practice management professional and Senior Loan Officer at Live Oak Bank\, talk about how to be the best at each step in the deal lifecycle so you are in the best position to win the deal. This will be a lively session where you can get answers to your questions. \nFeatured Partner: Michael Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nJohn Turner joined Live Oak Bank with over 30 years in the financial services industry. Prior to joining Live Oak Bank\, John ran a successful practice as a financial advisor in the Midwest. He went on to hold several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society. John’s latest position included leading a practice management department where he has developed a deep expertise in practice staffing\, practice financial management\, practice acquisitions and succession planning. Over the years John has had experience buying\, brokering or financing over 500 acquisition deals. John looks forward to assisting you with your practice financial needs and practice management ideas when requested. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door/Late Registration $60.00 for FPA members\, $75.00 non-members. \nEarly registration is open through Monday\, March 5th.  No refunds after Tuesday\, March 6th.
URL:https://www.fpasv.org/event/buying-and-financing-the-acquisition-of-advisory-practices
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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