Date/Time
Date(s) - April 3, 2024
7:30 am - 9:15 am
Categories
M&A Panel: Best Strategies to Buy or Sell an Advisory Business
Back by popular demand, our expert panel of advisors will focus on what you can do to maximize the value of your firm whether through organic growth or M&A. The financial advisory M&A space continues to be dynamic. In order 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 Buyers, Merger Candidates and Sellers to implement to maximize success in a saturated market. Our speakers will share their expertise learned through their personal experiences with acquisitions.
About our speakers:
Sarah Kim is the Founder of Girls Just Gotta Have Funds, a women focused financial planning firm. She has been a Certified Financial Planner™ for the past 18 years and specializes in working with highly compensated executive women and their families. Her goal is to teach women how they can use their money as a tool to enhance their peace of mind as well as their investment returns. Sarah is a graduate of the Kelley School of Business at Indiana University and is an active member of ProVisors and the Womens Presidents’ Organization. As a sustaining member of the Junior League of Oakland-East Bay, she participates in philanthropic work regularly. She has served on the Board of Directors for the Financial Women of San Francisco and the East Bay Women’s Network..
Arthur Ambarik is Chief Executive Officer at Perigon Wealth Management, a Financial Times Top 300 National RIA with over $7 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 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 former Board Member to the Financial Planning Association.
Elliot H Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. His Meet the Expert with Elliot Kallen podcast is now one of the top 2% of all financial podcasts globally. Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, a national RIA Financial Advisory Firm, he has led his organizations to be in the top percentile of all financial firms as well as staying true to his core value of always giving back through charity. Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide.