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Agenda 7:30 am Registration & Networking
8:10 am Welcome, Breakfast, Chapter and Sponsor Acknowledgements
8:30 am Presentation Begins
9:30 am Q & A / Presentation Ends
9:35 am Raffle & Closing Remarks Follow Us    |
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Topic:
Practice Acquisitions: Industry Trends and Best Practices Speaker(s): David Esoldi LPL Financial _____________________________
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Description:
Growth through acquisitions can be an effective way for firms to build scale. We will discuss how the consolidation in the industry is creating the opportunity for advisors who want to make this their growth strategy. We will provide insight and best practices along with common pitfalls that can make or break an organic growth strategy or transaction. *This is a practice management topic and does not qualify for CE credit.
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About the Speaker(s):
 David Esoldi, LPLBeginning with LPL in 2013, David has a breadth of experience within the Finance organization, including his involvement with Mergers and Acquisitions within the Corporate Development team. Currently, David oversees the Capital Solutions and Advisor M&A (Mergers and Acquisitions) teams within the Capital Management organization, including maintaining, developing, and promoting LPL’s differentiated suite of financial solutions for the growth and acquisition support for LPL Financial’s independent advisor/business owners. David serves as one of the firm’s lead resources and subject matter experts, regularly consulting with advisors and LPL executive management. He is committed to helping advisors understand the value of their business and provide them with the knowledge and resources needed to promote growth and future planning.  |
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