NAIFA Massachusetts

FP Transitions: "Job - Practice - Business - Firm"

  • Friday, October 14, 2016
  • 8:30 AM - 11:00 AM
  • Boston Marriott Newton, 2345 Commonwealth Ave, Newton, MA

Registration

  • No Shows will be assessed a $25 service charge.
  • Non NAIFA MA members


JOIN US

"JOB - PRACTICE - BUSINESS - FIRM"

Boston Marriott Newton
2345 Commonwealth Ave, Newton
Friday, October 14

Join us as President and Founder of FP Transitions, David Grau, Sr., JD, will present "Job - Practice - Business - Firm" to attendees on Friday, October 14.

What is the best strategy to grow your practice? Where should you look for acquisition opportunities? What kind of succession plan is best for your business? The answers to these questions depend on what kind of company you have built. Carrying out a successful strategy begins with choosing the right path. In this presentation David Grau Sr, JD describes 4 business types based on size, structure, age and forecast.  Whether you're goal is to build an enduring and valuable business or prepare your practice for an eventual sale, advisors will leave with new criteria to consider their position on the marketplace and a better idea of how to deploy the resources that are available to them.

FP Transitions is the largest, most established equity, succession, and acquisition management firm in the financial services industry. They help you create sustainable businesses that support next generation ownership. They help you sell or merge what you’ve built. They help you determine the best path forward with valuation support and industry expertise.

MEETING AGENDA

 8:30a  Registration & Continental Breakfast
 9:00a  NAIFA MA Update - presented by Mike Crotty
 9:15a  Presentation by David Grau
 10:30a  Q&A
 11:00a  Conclusion


*No Shows will be assessed a $25 fee

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CONTACT US

National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: (617) 402-5001 | Email: hello@naifama.org

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