About this webinar
The question we get most often from buyers is, "Where can I find a business to buy?" There is no one single answer to this question. Join investment advisor financing specialist, James Hughes, and Alexis Cole from California Capital Management for this short webinar to learn about how to successfully source deals, followed by a Q&A session. This is the second webinar in a five-part succession planning series. Make sure to sign up for all five webinars to get all the information you need about today’s M&A market.
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.