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M&A SUMMIT:

Opportunity of a Lifetime

1/3 of financial advisors are predicated to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

Prepare to learn...

  • How to become acquisition ready
  • Negotiation tactics for buying and selling financial practices
  • How to future-proof your practice
  • How to buy and sell financial practices effectively

Featured Speaker

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David Wood

Founder & Chief Visionary Officer

Step into a world of transformative opportunities at the M&A Summit: Opportunity of a Lifetime hosted by Gateway Financial Partners in partnership with NAIFA and The Pinnacle Group. 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. Our featured speaker, David Wood, 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.

We’re hosting multiple seminars across different locations and times, as well as convenient online webinars. Don’t miss this chance to future-proof your practice and achieve unparalleled growth through strategic mergers and acquisitions. Network with professionals, engage in interactive discussions, and gain insights from case studies and real-world examples. 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.

Seminars - Connecticut

July 30, 2024 | 12 PM ET

455 Winding Brook Dr. Glastonbury, CT 06033

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July 30, 2024 | 4 PM ET

455 Winding Brook Dr. Glastonbury, CT 06033

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September 25, 2024 | 12 PM ET

455 Winding Brook Dr. Glastonbury, CT 06033

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September 25, 2024 | 4 PM ET

455 Winding Brook Dr. Glastonbury, CT 06033

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Seminars - Wisconsin

August 8, 2024 | 11:50 AM CT

Brookfield, WI

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August 8, 2024 | 4 PM CT

Appleton, WI

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Webinars

July 31, 2024 | 1 PM ET

Microsoft Teams

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September 24, 2024 | 1 PM ET

Microsoft Teams

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November 12, 2024 | 1 PM ET

Microsoft Teams

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January 7, 2025 | 1 PM ET

Microsoft Teams

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In Partnership With

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CONNECTICUT

M&A Seminar | July 30 | 12 PM ET

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CONNECTICUT

M&A Seminar | July 30 | 4 PM ET

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CONNECTICUT

M&A Seminar | September 25 | 12 PM ET

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CONNECTICUT

M&A Seminar | September 25 | 4 PM ET

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BROOKFIELD, WI

M&A Seminar | August 8 | 11:50 AM CT

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APPLETON, WI

M&A Seminar | August 8 | 4 PM CT

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Ready to Experience Excellence?

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