February webinar: Let’s talk mergers, acquisitions, and succession planning

Join industry expert and consultant John Furey alongside two advisors from acquiring firms, and another advisor who recently transacted. You'll get first-hand insights on what you should be thinking about when it comes to mergers, acquisitions, and succession planning.

Facilitator:

• Gabe Garcia, Managing Director, RIA Client Experience, Business Development and Strategy, SEI

Panelists:

• John Furey, Managing Partner, Advisor Growth Strategies, LLC

• Andrew Rosen, President, Diversified, LLC

• Jeremy Paul, President | Partner, Perigon

Important Information: 

SEI® and Advisor Growth Strategies are non-affiliated separate legal entities. Diversified, LLC has been a client since 2013; Perigon has been a client since 2017.

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

The material contained herein represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only and should not be interpreted as legal opinion or advice. Any opinions or views expressed by unaffiliated third parties are their own. SEI bears no responsibility for their accuracy or completeness.

For Financial Intermediary Use Only. Not for Public Distribution.