• FPA of Miami

April 24th M&A Panel Set

Updated: Apr 13, 2018

On Tuesday, April 24th the FPA of Miami will be hosting a joint dinner event with the ACG (Association of Corporate Growth) from 5:30 - 8:00 PM at the premiere law firm of Holland & Knight LLP (H&K), located at 701 Brickell Ave, 33rd FL.

The first presentation will be a moderated panel of top M&A professionals in the Miami market that will explore the nuances of buying and selling a business from multiple perspectives. Representing the legal advice perspective will be Aaron Slavens, Partner in the M&A practice at H&K; representing the private wealth management perspective is Richard Weaver, National Director of Bernstein's Wealth Strategies Group; representing the investment banking & private equity perspective is Phil Cassel, Director at Cassel Salpeter & Co.; and representing the insurance advice perspective is Adam Lickstein, Assistant Vice President at Aon Risk Solutions. Together, the panel will jump into educating FPA & ACG members on their work in the M&A world, what advisors should know when clients are looking to sell their businesses, how buyers and sellers connect, strategic vs. financial buyers, trends in P/E and capital raising, reps & warranties insurance, pre-transaction planning, and more. This promises to be a panel our members cannot miss!

Also, following the M& panel will be a subsequent presentation on tax residency & domicile from Patrick Emans, Associate & Attorney at H&K specializing in private client tax planning. The event is limited to first 80 registrants. Plenty of networking opportunities. Hope to see you there!

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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.  

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

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