Whether your goal is business continuity planning, growth through acquisition or selling a business, join us and learn how our customized support and resources can give you the expertise you need to seal the deal.

 Presentations include:

Live Oak Bank: an independent Investment Advisory industry leader in financial for succession, acquisitions and mergers, providing both access to affordable capital and an expert lending team.

Truelytics: business eValuation - the leading business intelligence platform for Wealth Management enterprises to measure advisor performance, empower practice management and benchmark success.