You are running a successful business, busy serving clients, and trying to grow your firm. But how focused are you on maximizing the future value of your business? Gain perspective from two NAPFA veterans who recently completed a strategic partnership with an acquiring firm. Participants will hear from the President of the acquiring firm as he shares insights from the frontlines of M&A to help you better understand the business levers that will ultimately drive firm value.
John Ritter, CFP®, CFS