The Advisors in Transition community addresses the needs and interests of FPAOC members contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes 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.

 

2019 AiT Meeting Dates

(Quarterly Meeting Passholders can use their free mixer or AiT Meeting that is included with their pass by emailing admin@fpaoc.org.)

Mark your calendars now for additional AiT meetings on May 29, August 14, and November 6. Also join us for the All Chapter Mixer on September 25.

Advisors in Transition Meeting

Wednesday
Aug
14
2019

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Suite 1500
Irvine, CA  92618


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.


FPAOC All-Chapter Mixer

Wednesday
Sep
25
2019

5:30 pm - 8:30 pm
Location: Prego Mediterranean
2409 Park Ave
Tustin, CA  92782


Don’t miss FPA of Orange County’s All-Chapter Mixer! Come meet new connections and catch up with old friends at this special evening.  Invite your friends who need to be a part of this great organization.

Cost is $20 online/$25 at the door and includes complimentary first drink and appetizers. Parking is free.