NexGen Breakfast Bites on Business Succession: Purchasing a Practice
February 26 | Scottsdale, AZ | 7:30–9:00am

Wildflower Bread Company
7001 N. Scottsdale Road
Scottsdale, AZ 85253

Please join us for breakfast and learn about the skills, experience, and resources necessary to best position yourself as a successful purchaser. This is a unique and valuable opportunity for NexGen planners who are wanting more insights on "how to buy."

Event in partnership with FPA of Greater Phoenix. Register here.


FPA February Super CEvent
February 27 | Phoenix, AZ | 2:00–6:00pm

Phoenix Country Club
2901 N. 7th Street
Phoenix, AZ 85014

Join us for a guided discussion on implementing effective succession plans. You'll get an inside look into what works, and what doesn't.

Event in partnership with FPA of Greater Phoenix. Register here.


Advisory Business M&A Power Lunch
March 5 | Phoenix, AZ 
March 6 | Tucson, AZ
March 13 | Raleigh, NC
March 14 | Charlotte, NC
March 27–28 | Denver, CO


All events : 11:45am–1:00pm

Please join us for a discussion on the state of Advisory Business M&A and Financing with industry experts from FP Transitions and Succession Lending. During this free M&A Power Lunch you'll discover:

  • Current trends in advisory business M&A
  • What sellers are looking for in prospective buyers
  • Current trends in deal structuring
  • Bank financing options
  • Strategies and best practices for becoming a "Serial Acquirer"

Event in partnership with Succession Lending. Register here.


Special Presentation: Transforming Your Practice Into a Business
March 14 | 11:00am–2:00pm | Turf Valley Resort, Columbia, MD

Transforming your practice into a sustainable business is key to fueling future growth, creating alignment between founder and future advisors, and meeting the needs of trusting clients who need your advice–now more than ever.

During this free presentation, you’ll discover:

  • How proper structure supports your long-term enterprise goals
  • How aligning your compensation with your cash flow creates a stronger, more sustainable business
  • How compensation and profitability are linked to your long-term business value
  • How you can execute a successful growth strategy that will take your practice to the next level

Sponsored by AspireWealth Planners. This free event has limited seating, register now