Dec 6, 2021

State of the Industry: M&A Webinar Series

New State of the Industry M&A Webinar series hosted by Allworth Co-Founders Scott Hanson and Pat McClain.

The episode, which aired live on February 16th, featured new Allworth partner-advisors David Bastoni, founder of $270M Bastoni Financial Services, and Chris Brown, President of $450M Houston Asset Management. Bastoni shared the process behind his decision to partner with Allworth, while Brown discussed how his career evolved and how his team has progressed since joining Allworth.

The discussion also delved into succession planning readiness, the deal-making process, how to raise your firm’s valuation, and more.

Webinar Schedule:

Past Session: M&A for firms w/$100-$1B AUM

  • Wednesday, February 16th, 2022
  • 11:00 AM PST
  • Host: Co-CEO Scott Hanson 
  • Partner Advisor Guests: 
    David Bastoni – Founder of $270M Bastoni Financial Services
    Chris Brown – President of $450M Houston Asset Management
  • Watch Replay On-Demand Here

Allworth’s live “State of the Industry” webinar series: Created for advisory firm principals, by advisory firm principals.