Date(s) - September 8, 2022
7:30 am - 9:00 am
“RIA Mergers & Acquisitions:
Strategies for Growth & Positioning Your Firm to Stand Out in a Crowded Market“
In the hyper-competitive M&A space, to succeed as an attractive buyer, merger candidate or a highly valued seller takes advance preparation and planning. Examine and explore the enhancement opportunities for prospective RIA Buyers, Merger Candidate and Sellers to implement to maximize success in a saturated market. Our speakers will share their expertise learned through their personal experiences with acquisitions.
Arthur Ambarik, CEO at Perigon Wealth Management
Arthur Ambarik is Chief Executive Officer at Perigon Wealth Management, a Financial Times Top 300 National RIA with over $3 billion in assets under management. Arthur is also a Financial Advisor and CFP® professional, and has been named a Best in State Wealth Advisor for California by Forbes. Arthur brings more than 20 years of experience to his role with Perigon including advisory and operational positions he held previously with Ameriprise and LPL. Arthur graduated from Williams College in 2001 with a B.A. in Economics.
Susan Danzig, Business Development Expert for Financial Service Professional
Susan Danzig is a business development coach and the CEO and President of Susan Danzig, LLC. She helps her clients understand, appreciate and clarify their value, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community, Susan is a National Board Member to the Financial Planning Association.
Linda Willis, M&A consultant with Career Management Advisors
Linda Willis, founder, and president of M&A consulting firm Career Management Advisors | CMA Consulting, a former financial services senior executive, RIA owner, and lawyer, will provide insights into strategies for optimizing your position as a Buyer or as a Seller.