Sep 23, 2020

The Practical and Financial Implications of Merging Firms

Webinar: How M&A Could Affect Your Practice Future

In Partnership with RIA Database – Now Viewable On Demand.

During this thought-provoking webinar, the founders of $9B RIA Allworth Financial, share their view on M&A activity after having completed 9 transactions over the last three years. Scott and Pat will also share how they’ve continued to adapt and grow in a rapidly changing environment. Additionally, hear from three of Allworth’s acquisition partners on how they developed their unique succession plans and what critical advice they’d give to proactive advisors considering either internal or external succession.

Click here to view the webinar.