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What You Need to Know Before Buying into a Firm
Course Information
Earn: 1 NAPFA CE
Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management

Free to NAPFA Genesis members courtesy of LLIS, the exclusive sponsor of Genesis.
Course Description

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

The buy-in planning process is both collaborative and deeply personal for everyone involved. The explicit and implicit details of the deal set the tone for what’s to come. While most content on this topic focuses on the sell-side, buy-side professionals are often left to navigate the process alone. Join us for a small-panel discussion exploring key buy-side considerations to help you evaluate and prepare for your potential future buy-in opportunities.

Learning Objectives
  1. Learn to identify whether buying into a firm is the right choice for you.
  2. Understand how to balance collaboration with your partner and self-advocacy throughout the negotiation process.
  3. Learn how to explore financing options and lean on good attorneys to finalize the right deal for you and your futur
Speakers
Joey Loss, CFP® 
Joey Loss, CFP®, is a partner and financial planner at Strivus Wealth Partners in Jacksonville Beach, Florida. He studied financial planning at Virginia Tech before working for two independent fee-only RIAs over an eight-year span, during which he rose to a lead advisory role. In 2022, he left to launch his own firm, which he grew for 2.5 years before merging into another local firm in 2025 as part of a merger/buy-in deal.

Stephen Fletcher, CFP®, MBA
Stephen Fletcher, CFP®, MBA, is a principal and lead financial planner at EVOadvisers in Richmond, VA. Stephen is responsible for maintaining client relationships, and developing and implementing financial plans and investment recommendations, while overseeing the planning team. Prior to EVOadvisers, Stephen was the director of advisory services for a firm in North Carolina, and he began his career at a firm in New York City, working with ultra-high net worth individuals and families. In 2020, Stephen received the New Professional of the Year Award from NAPFA. The last three years taught him a lot about ownership, mergers and buy-ins - through both success and pain.

Aaron Freeman, moderator

This panel will be facilitated by Aaron Freeman, NAPFA Genesis webinar coordinator, of Kahler Financial Group in Rapid City, South Dakota.
Summary
Availability:
On-Demand
Expires on Dec 31, 2027
Cost:
Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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