About this webinar
One of the advantages of doing nearly 1,000 transactions in the investment advisory industry is that by this time, we've seen it all. Join investment advisor financing specialist, James Hughes, for this short webinar to hear about some real examples of deals from 2019, followed by a Q&A session. We will go through valuation, structure and the implications on purchase price. We will walk through four examples: two external acquisitions and two internal succession deals. This is the fifth 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.