NAIFA Massachusetts

Special Member Presentation: Greg Raines

  • Thursday, October 04, 2018
  • 8:30 AM
  • TPC Boston, 400 Arnold Palmer Blvd. Norton, MA 02766

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Thursday, October 4
Special Presentation by Greg Raines
CEO of TAG Advisors

The Nuts and Bolts of Buying or
Selling a Financial Service Practice

Buying a practice can be a win-win for both the buyer and seller when completed correctly. The concept is simple, but execution isn’t easy. Join Cambridge and Greg Raines, CEO of TAG Advisors, as he discusses what to do and not to do when buying or selling a practice. Greg has been involved in over 20 transactions in the last few years, and he is still actively expanding his firm through acquisitions. In addition, Greg also acts as a consultant for advisors looking for assistance on either side of the transaction.

Fees: NAIFA MA Members FREE
Non-Members  FREE
Location: TPC Boston
400 Arnold Palmer Blvd
Norton, MA 02766

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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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