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

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

  • FPA of Miami Member
  • Non-FPA Member

Share This Event

Vision:  To elevate the profession that transforms lives through the power of financial planning.


Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

© 2018 FPA of Miami.

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138 

  • Facebook FPA Miami
  • Instagram FPA of Miami
  • Twitter Social Icon