About this webinar
With M&A, there often is a lot of focus on valuation or purchase price, but the rubber really meets the road with the deal structure. Understanding all of your options will give you insight into which option is most competitive and the best choice for you. Join investment advisor financing specialist, Nick Parker, for this short webinar to learn about the different options when it comes to structuring a deal, followed by a Q&A session. This is the third 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.