The average age of financial advisors is approximately 60 with over 100,000 set to retire by 2025, yet there are approximately 50 buyers for every advisory practice seller; why are advisory buyers and sellers not executing the sale of independent and registered wealth management practices?    

In conjunction with Succession Lending and FS Investments, we are pleased to offer a free, comprehensive, fast paced Advisory Practice M&A and Financing Power Lunch with the following agenda.


The Westin Waltham Boston
11:30 -  1:30pm

11:30 - 12:30 pm LUNCH
11:30 - 11:45 am

Today's Financing Landscape
Scott Wetzel, JD, Succession Lending

11:45 - 12:00 pm

Practice Valuation: Optimizing Seller Factors
Brad Bueermann, CEO, FP Transitions

12:00 - 12:45 pm

Advisory Loans: Commercial Financing 101
Aaron Hasler, Succession Lending

12:15 - 12:30 pm

Advisory Practice Sale: Transaction Toolkit
Brad Bueermann, CEO, FP Transitions



12:30 - 1:00 pm OPTIONAL BREAKOUT for Prospective Buyers
12:30 - 1:00 pm

Seizing the Opportunity: Becoming a "Serial Acquirer"
Scott Wetzel, JD & Aaron Halser, Succession Lending


Buyer & Seller Benefits

Prospective Practice Sellers Gain:

  • Valuation estimates on what your practice commands in today’s M&A marketplace
  • Bank financing options available for today’s buyers that enables immediate liquidity at close
  • Tool kit for executing a seamless sale

Prospective Practice Buyers Gain:

  • Valuation estimates to determine fair market value offers to prospective sellers
  • Bank financing options to fund 100% of practice acquisitions with zero buyer equity or seller notes that enable buyers to offer liquidity to sellers at close
  • Tool kit for executing a seamless sale


This is a free event. Capacity is limited, please RSVP via the form below.

FP Transitions

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