AltsEdge Advisor Series: Mergers and Acquisition Activity within Advisory Practices

Advisory firm merger and acquisition provides an effective option for achieving scale and growth. Thought the reasons may vary from consolidating resources to providing an effective exit strategy, a merger or acquisition is a valuable tool for any advisory firm owner. This call will look closely at recent activity in M&A and what attendees can apply to effectively and strategically provide growth opportunities through mergers and acquisitions.

Moderator:
Al Haworth, Senior Managing Director, Waypoint Residential

Speakers:
Keith Gregg, Founder and CEO, Chalice Wealth Partners
Steven Wruble, Founder, InvestBetter Consulting