May 2019 Chapter Meeting

Overview:

TOPIC: Buy/Sell a Practice
SPEAKER: Christine Sjolin, VP. Strategic Development & Operations, FP Transitions

Join us for an update on M&A activity on financial advisory practices, and learn what trends are driving value growth overall. This presentation will include information from FP Transitions proprietary data, including current deal structuring statistics as well as long-term insight from the valuation database. Attendees will receive an overview on what it takes to be successful in today’s marketplace and how to build a business with sustainable growth. Whether you’re interested in acquiring a practice or are preparing to sell, this presentation will deliver valuable insights to develop your strategy and take the next steps.

Featured Partner: Chad Perbeck, CIMA®, Litman Gregory Asset Management

About the Speaker:

Christine Sjolin has 10 years’ experience in business management and strategic development for relationship-based businesses with emphasis on financial practices. She is an experienced consultant to small business owners.

Since joining FP Transitions in 2011, Christine has been one of the principal drivers behind the growth and success of the Equity Management System, a program that now boasts approximately 2,000 members and 20 independent Broker-Dealers and Custodians. Whether speaking, publishing or helping advisors one-on-one, she brings to her work at FP Transitions an enthusiasm and perspective befitting a seasoned traveler.

Christine is a graduate of Oregon State University, where she focused on European history and politics, and participated in international study programs in France and the Czech Republic. She has completed post-graduate courses in taxation and accounting. As the VP of Strategic Development and Operations, Christine is one of the chief architects of the FP Transitions vision and team.

Cost:

Early Registration $40.00 members $45.00 non- members.
At the door $60.00 for FPA members, $65.00 non-members.