Description:
This in-person event will focus on sharing insights, trends, opportunities, challenges, and developments related to helping business owners successfully transition their businesses with the support of financial advisors. Our goal is for attendees to learn techniques and processes that will enable advisors to capture the $14 trillion in wealth expected to become available by 2033, as privately held business owners transition.
 
Attendees will include executives from national, regional, and independent broker-dealer firms, as well as RIA firms. Sponsor companies include representatives from private equity firms, insurance companies, service providers, technology firms, valuation firms, and other firms that support business owners as they prepare for a successful transition.