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.


Charles Sarvari

Senior Associate at Dimensional Fund Advisors




Bio:

Charles Sarvari plays a key role on Dimensional’s Advisor Practice Management team, working closely with data from the firm’s Advisor Benchmarks Study to understand practice management trends and insights. He is actively involved in the advisor community, meeting regularly with advisors to discuss possible ideas and strategies related to business planning, operations, the client experience, human capital and business growth. Charles has worked for Dimensional in Austin, London and now Santa Monica. Prior to joining Dimensional, he worked as an analyst for a hedge fund in London called Hermes BPK. He earned a BBA in finance from the McCombs School of Business at the University of Texas at Austin.