M&A Insights for Wealth Managers & Financial Planners

Growth and Exit Strategies for your Clients 

Join Live Oak Bank and Murphy Business for an exclusive event on  February 9th, 2024, at Live Oak Headquarters, Wilmington, NC.

If you’re a Wealth Manager or Financial Advisor with clients operating businesses generating revenue between $1M and $50M, the M&A Insight event is tailored to provide you with the knowledge necessary to discuss and collaborate with your clients surrounding growth plans and exit strategies.

Offering strategic insights from industry experts Blake Cranor, Loan Officer with Live Oak Bank and Tully Ryan, Certified M&A Advisor with Murphy Business Sales, this session will include discussions and Q&A exchanges as well as a networking happy hour.

Designed specifically for Wealth Advisors and Financial Planners, the session will cover:

Market Trends:
Stay ahead in the dynamic world of mergers and acquisitions. Explore current and future market trends & delve into the intricacies of the local, regional, and national M&A landscape.

The M&A Process:
Discover the facets of buying and selling businesses including business valuation, growth tactics, expert negotiation, and financing. This condensed opportunity is designed to assist you in setting realistic expectations, guiding and assembling a proficient M&A Deal Team, and ultimately contributing to your clients’ success.

Enterprise Value:
One of the cornerstones of business success is understanding the true enterprise value of a business. We will emphasize the importance of conducting a comprehensive evaluation of a business, taking into account both tangible and intangible assets.

Growth Timing and the Market:
Gain insights into identifying opportune moments for expansion and exits, mitigating risks, and aligning growth and exit initiatives with market demands.

Financing for Business Transactions and Growth:
Discover the crucial role of financing in Main Street and M&A transactions during our Wealth Managers’ session. Explore SBA lending advantages, the closing process, financing options, and real-world case studies showcasing effective financing strategies for growth through acquisitions.

Don’t miss this opportunity to elevate your advisory skills and stay at the forefront of the evolving financial landscape.

Please RSVP by Friday, February 2, 2024.
We will be announcing a second event for Raleigh in the near future.