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Presenters

Eric Leeper

Eric Leeper, CFA

CFO, LLC Member

FP Transitions

James Hughes

James Hughes

Head of Investment Advisory Landing

Live Oak Bank

Webinar

Deal Structuring and Financing Your Acquisition

This presentation, in partnership with Live Oak Bank, provides an overview of common deal structures and unique financing options available for financial advisors. You'll learn:

How to get prequalified for financing.

Which financing options are best for you.

How flexibility can smooth the process and lead to a more successful transaction.

What to expect from the transaction process as a buyer.

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Scott Leak, CFP®

Eric Fettig

A Valuation for Every Scenario

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Aaron Wells, CVA

Exploring Continuity vs. Succession

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Kevin Goserud, CFA

Mallory Boutin, MBA

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