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21 Feb
Succession & Acquisition Planning


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.

Date and Time

Thu, Feb 21, 2019

8:30a - 10:00a CST


Crowne Plaza Milwaukee West

10499 W. Innovation Drive
Wauwatosa, WI 53226
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