YOU'RE INVITED

The evolving industry has fueled the increase in acquisition, leading to a trend of consolidation and creating steeper competition for not only clients but growth. In order to thrive and grow, you should be willing to adjust and to find ways to be a nimble and creative acquirer and business developer. 

Join FP Transitions and Live Oak Bank for a special strategy session focusing on the future of the industry and your place in it. During this free event you'll discover:

  • The challenges and opportunities facing the profession today
  • The benefits and key attributes of enterprise-level businesses
  • What you’ve built and where you’re going
  • Powerful strategies for achieving growth and sustainability
  • Financing tools and resources to support your plan
  • How to keep up in an increasingly competitive environment

Business structures are evolving to meet current industry and customer demands. The growing need for talent, infrastructure, and systems is leading to the replacement of solo advisors as well as old practice models with stronger, more sustainable enterprises. These businesses have a foundation capable of supporting any growth avenue and accessing powerful growth tools. Enterprises have increased value, profitability, succession viability, and acquisition success.

Are you poised to eat–or to be eaten?

EVENT DETAILS

RALEIGH, NC
Tuesday, July 16th
8:00 - 10:30am

Raleigh Marriott Center City
500 Fayetteville St.
Raleigh, NC 27601

CHARLOTTE, NC
Tuesday, July 16th
3:00 - 5:30pm

Dressler's Metropolitan
135 Levin Avenue of the Arts, Suite 100
Charlotte, NC 28202

NASHVILLE, TN
Wednesday, July 17th
8:00 - 10:30am

The Westin Nashville
807 Clark Pl.
Nashville, TN 37203

ATLANTA, GA
Wednesday, July 17th
3:00 - 5:30pm

The Capital Grille
255 E. Paces Ferry Rd.
Atlanta, GA 30305

FT. LAUDERDALE, FL
Thursday, July 18th
8:00 - 10:30am

The Ft. Lauderdale Marriott Harbor Resort
3030 Holiday Dr.
Ft. Lauderdale, FL 33316

JACKSONVILLE, FL
Thursday, July 18th
3:00 - 5:30pm

Cooper's Hawk Winery & Restaurant
4850 Big Island Dr, Suite 3
Jacksonville, FL 32264

REGISTER NOW

FP Transitions

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