About this webinar
For every deal that closes, there are many that do not. Understanding the most common reasons for a deal to fall apart will be important for anyone interested in doing their own deal in the future. Join investment advisor financing specialist, Nick Parker, for this short webinar to learn about the most prevalent mistakes made during a deal, followed by a Q&A session. This is the fourth 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.