Tue, Aug 14
|Evensky & Katz/Foldes Financial Wealth
Tuesday, August 14th | Selling Your Advisory and Professional Practice Business
Our Panelists (Diana Cabrices, Rico Casares & Phil Josephson Esq.) will discuss how to get your practice ready to sell, what legal concerns you should prepare for and how to market to prospective buyers.
Registration is Closed
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Time & Location
Aug 14, 2018, 7:30 AM
Evensky & Katz/Foldes Financial Wealth, 4000 Ponce de Leon Blvd, Miami, FL 33146, USA
About The Event
This Panel event will be led by three FPA of Miami Partners,
- Successionlink.com - Diana Cabrices, a Miami Account Manager, will attend and share her take on successful transactions from a (non-technical) perspective. The Company will be offering discounted memberships for those interested in joining their site and buying a practice and FREE memberships for those looking to sell.
- Assetmark - a Third Party Asset Management Partner. Rico Casares, Practice Management Specialist, works with buyers and sellers all over the country.
- Phil Josephson Esq., Experienced Mergers and Acquisition Attorney
The event will be hosted by Evensky & Katz/ Foldes Financial Wealth Management -
4000 Ponce De Leon Blvd,
Suite 850 Coral Gables, FL 33146
Tickets
Price
Quantity
Total
FPA of Miami Member
$0
$0
0$0
Non-FPA Member
$25
$25
0$0
Total
$0