One-third of financial advisors are predicted to retire in the next 10 years, creating an opportunity for advisors looking to grow or sell their practice. Join NAIFA member, David Wood, for the "M&A Summit: Opportunity of a Lifetime", offered in-person and virtually throughout the rest of 2024. Industry professionals come together for an in-depth exploration of mergers and acquisitions and learn how to harness the wave of retiring advisors to capitalize on this opportunity. 

We're proud to support David in this program because we've long heard our members struggle to understand how to value their business, options for succession planning, and practical tips for how to actually sell their business. Advisors in the growth mode of their business are looking to rapidly expand and understand that buying a book of business would catapult them to the next level, but typically don't know where to go or how to go about buying a business (or, how to afford it!) NAIFA is bringing members together to solve both sides of this problem and enabling our membership society to be a safe space for us to learn and work together to achieve win-win results.

This event is designed specifically for financial advisors looking to buy, sell, or merge practices. With a focus on strategic growth, you’ll gain essential tactics and insights on how to become acquisition-ready, leverage the M&A wave, and ensure your practice thrives amidst the evolving landscape of retiring advisors.

David is a recognized thought leader and speaker in the space and will cover the latest trends and best practices in mergers and acquisitions, offering you actionable strategies to maximize the value of your deals and secure a competitive edge in the market.

Whether you are just beginning to explore M&A opportunities or are looking to refine your existing strategies, The M&A Summit offers valuable resources and guidance tailored to your needs. You’ll learn how to navigate complex regulatory environments, manage cultural integration challenges, and implement effective post-merger integration plans.

Dates & Locations

In-Person Seminars

• July 30th | Glastonbury, CT | 12 - 1 pm
• July 30th | Glastonbury, CT | 4- 5 pm
• August 8th | Brookfield, WI | 12 - 1 pm
• August 8th | Appleton, WI | 4-5 pm
• September 25th | Glastonbury, CT | 12 - 1 pm
• September 25th | Glastonbury, CT | 4 - 5 pm

Webinars

• July 31st | 1  -2 pm eastern
• September 24th | 1 - 2 pm eastern
• November 12th | 1 - 2 pm eastern
• January 7th, 2025 | 1 - 2 pm eastern

Whether attending in person or online, you’ll leave The M&A Summit equipped with the tools and connections to drive your practice forward in a rapidly changing industry.