FPAOC’s Upcoming Events
Note: Quarterly Meeting Passholders are invited to register for your free mixer or AiT meeting included with your pass by emailing firstname.lastname@example.org.
Below is a list of upcoming events:
FPAOC Membership Committee Meeting
Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Contact Jared Tanimoto at email@example.com or at (562) 457-8253. Parking is validated.
Advisors in Transition Meeting
Mergers and Acquisition Overview with Special Guest, Charles Sarvari, Senior Associate at Dimensional Fund Advisors
- M+A Overview – What is going on in the industry, who is doing the majority of the deals, and what do these firms have in place.
- Valuation & Financing: How to value businesses and what to look for from a buyers perspective, how deals are being done from a mechanics perspective.
- Successful transitions and tips from observing successful transitions and the data we aggregate from the Benchmarking program.
- Where firms are being found and timing of the transitions.
AiT addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.
Cost: $15 Online or $20 at the door. Parking and a light dinner are included.
Save the Dates
2019 Quarterly Education Meetings: November 20
2020 Quarterly Education Meeting: February 12, May 13, August TBD, November 4