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Hosted by Fairfield County Chapter of FPA Connecticut

The Business Side of Buying or Selling a Practice with M&A Advisor Liz Nesvold & Attorney Reed Balmer

The typical investment advisor has little knowledge of the world of mergers and acquisitions. We have a unique presentation on how businesses identify a potential partner, negotiate a purchase or sale and the legal documents that are part of a typical transaction. Our presenters, M&A Advisor Liz Nesvold, founder and Managing Partner of Silver Lane Advisors, and Attorney Reed Balmer, a partner at Finn Dixon & Herling, both have many years of experience in facilitating transactions in our industry.

Liz will begin this 90-minute presentation speaking on the "dance" that buyers and sellers typically go through and discuss the qualitative and quantitative aspects of a successful transaction. Next Reed will talk about the legal documents and considerations that are involved and give some examples of deals that worked and some that didn't. Liz will conclude with a discussion of current trends in the industry (it is projected that 25% of advisors will likely retire in the next ten years). We will leave time for Q&A to answer your questions.

Please join us for an informative evening that should be of interest to everyone in our industry!

This presentation does not offer CE credit. Please click on more event details for program and registration details.


More Event Details

Wednesday, October 18, 2017
6:00 PM - 8:30 PM


Giovanni's (The Waters Edge)
2748 Post Road
Darien   CT   06820
Website for Location

Registration Fee
See event description for reg fees & more details
See event description for reg fees & more details