Acquisition + Succession = Growth Machine

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Join us for a luncheon event designed to help you build the foundation of a sustainable business ready for explosive growth. During this free workshop, you will learn how to:

  • Successfully acquire a practice
  • Attract and retain next generation talent
  • Use compensation and profit sharing to impact your long and short term growth plans
  • Create multigenerational ownership for an enduring business
  • Use succession planning as a powerful growth strategy

Presented by: David Grau Sr., JD, Author of Buying, Selling, and Valuing Financial Practices & Succession Planning for Financial Advisors.

Plus learn from one of your peers. Special guest, Alex Chalekian of Lake Avenue Financial, joins David to discuss how he implemented FP Transitions’ M&A strategies to grow his practice both internally and through six acquisitions since 2008.

Fill out the form to register for an event. Lunch is included. Seating is limited.

DATE TIME    LOCATION VENUE
June 21 12:30 - 2:00 PM  Woodland Hills, CA

Fleming's Prime Steakhouse & Wine Bar
6373 Topanga Canyon Blvd.
Woodland Hills, CA 91367

 June 22 12:30 - 2:00 PM  Pasadena, CA 

Ruth's Chris Pasadena 369 E Colorado Blvd Pasadena, CA 91101