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FPA CT - Fairfield County Chapter
presents
A Free Breakfast Seminar
on
Maximizing the Value of your Practice
Thursday, May 10, 2012
7:30 a.m. - 8:00 a.m. Registration
8:00 a.m. - 9:30 a.m. Presentation
The Water's Edge at Giovanni's
2748 Post Road, Darien, CT 06820
Dear FPA Members & Colleagues:
We are pleased to announce that we are bringing in FP Transitions, a national provider of equity management, valuation, private consulting and succession planning services, to present an educational seminar on Maximizing the Value of your Practice.
If you are an independent advisor thinking about selling or merging your practice in the next five years, there are some important facts you need to know and steps you need to take to maximize the value of your practice that you have worked so hard to build.
Brad Bueermann, Principal and Executive Vice President of FP Transitions, will be presenting this session that will help you understand the value of your practice and how you can start implementing a plan for realizing that value in the future. (Click here for Brad's bio).
Please click here to register (advance registration strongly encouraged/"coffee-and" provided).
We hope you can join us May 10th from 7:30 AM-9:30 AM for this special event.
Thank you!
FPA CT-Fairfield County Chapter
877-777-0600
FP Transitions, based in Portland, Oregon, is the nation's leading provider of equity management, valuation, private consulting, and succession planning services for the financial services industry, and operates the largest open market for buying and selling financial service practices in the U.S. Since opening its doors in 1999, FP Transitions has completed more financial service transactions than any investment banker or business-broker in the country. FP Transitions' expertise also includes continuity planning, practice benchmarking, compensation studies, internal and external succession planning, entity formation and maintenance, internal ownership track set up and management, equity compensation strategies, and mergers and acquisitions.
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