Succession Planning & M&A Accelerator

Solving Succession Planning and Growing Through Acquisition

Learn Proper Valuation Techniques and Create a Successful Succession Plan for Your Firm
What will happen to your firm and your clients when you retire? You need a succession plan. It’s also no secret that advisors everywhere are looking to buy books of business – but how can you put a proper valuation on your acquisition prospects or your own firm? Hear from experts who are working daily with advisors on succession planning and M&A.
You’ll see how to develop a succession plan for your firm, whether you need an internal solution or succession through M&A.
Hear from the industry’s leading M&A experts
Identify what to look for in a successful partner
Demystify economic analysis and understand valuation theory
Accelerator Agenda
Thursday, May 28, 1-4 p.m.
1:00 PM
Demystify the M&A and Valuation Process with Jason Carver
1:45 PM
Featured Speakers
2:25 PM
2:35 PM
Panel – Live Q&A
3:00 PM
Keynote – Subject Matter Expert
3:45 PM
Closing Comments

Succession Planning & M&A Accelerator

Special Price for a Limited Time

Not only do you get the Accelerator, you get everything Excell offers!

Inspirational keynote presentations
Dozens of breakout sessions
Unlimited networking

Interested in sponsoring the Succession Planning & M&A Accelerator or being a featured speaker? Apply here.
Excell 2020 team: Public health is our priority
In light of the global health concerns due to the novel coronavirus (COVID-19), the Excell 2020 team is monitoring public health guidance relative to in-person events. At this time, global health authorities have not issued guidance to avoid travel to Las Vegas. We are taking the concern seriously, especially with regard to the health and well-being of advisors, partners, customers and other guests, who remain our ultimate priority. We will continue to monitor and make any necessary changes as the situation evolves. All registration fees remain fully refundable through May 18, 2020.