About this webinar
The next several years represent an unprecedented opportunity for acquisition. With the average age of the advisor increasing, valuations continuing to rise, less than 33% of advisors with a written succession plan and the availability of capital, many advisors are choosing to use M&A as an opportunity to grow their businesses. Be prepared by knowing the tools and strategies available to you for growth. Join investment advisor financing specialist, James Hughes, for this informative market update followed by a Q&A session. Learn about the current landscape of the acquisition market, where industry valuations are today, how deals are getting done and much more!
About Live Oak Bank
Live Oak Bank, the pioneer in offering bank financing to advisors, has lent over $730 million to advisors since 2013. Live Oak offers independent investment advisors loans above $250,000 for succession, acquisitions, transitions and other business purposes. Over the years, we have seen hundreds of deals; what works and what doesn't. If you are an advisor interested in M&A, valuation, recruiting or succession planning, this webinar series is for you.