Join us for a special webinar series designed to shore up your business foundations and get you (re)energized about executing your sustainable growth plans. Through actionable guidance and valuable planning tools, these sessions will inspire you to make progress on your strategic goals before the year runs out.

Thursday, October 22nd • 11am PT / 2pm ET
Recruit & Retain Next-Generation Talent 
Christine Sjölin, SHRM-SCP, VP of Strategic Development & Operations / Partner

A strategically cultivated and nurtured team can align business goals, spark exponential growth, and solidify client confidence. In this session discover:
  • Considerations for building your recruitment strategy.
  • Important dates and resources for executing your search.
  • Common recruitment and retention tools for bringing on young advisors.

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Thursday, November 5th • 11am PT / 2pm ET
Inside the M&A Marketplace 
Eric Leeper, CFA, VP of Research & Analysis / Partner

James Fisher, JD, Director of Mergers & Acquisitions

A look at recent trends and data from our M&A and valuation databases. We’ll examine these numbers in the context of today's marketplace and look at what they could mean for future M&A activity. We'll also explore:
  • Recent exit and acquisition strategies growing in popularity.
  • How to find the right buyer or seller for your transaction.
  • The common causes of "deal fatigue" and how to avoid them.

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Thursday, November 19th • 11am PT / 2pm ET
The Evolution of Succession & Sustainability
David Grau Sr., JD, President and Founder

Christine Sjölin, SHRM-SCP, VP of Strategic Development & Operations / Partner

Discover the next evolution of succession for the industry. Look beyond any one owner’s career and focus on the creation of long-term, sustainable independence for the business as a whole. In this final session, you'll discover:
  • The internal succession process and how it can be customized for each business's unique situation. 
  • Determining your own exit timeline.
  • The importance of a gradual, staged transition for the success of your plan.

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