Please join our monthly 3rd Thursday OSJ Zoom meeting on Thursday, February 16th from 1:30 PM – 2:30 PM (PDT).
Founded in 1932, Marshall & Stevens has spent nearly 100 years providing expert valuation advisory services to financial advisors and their clients alike. Our presenter Mark Santarsiero, their President and CEO has nearly 4 decades of experience working with privately-owned businesses and their owners. His wealth of subject-matter knowledge will guide attendees through strategies for financial advisory practices, including overall valuation trends, market conditions, case studies and more.
In addition, Scott Friel, Senior Consultant with Business Coaching & Consulting at Advisor Group will be joining us to deliver a brief overview of the Prepared Buyer Coaching Program which is available through the Business Coaching & Consulting Team. Scott will highlight the goals of this program and the elements that set it apart from some of the other curriculums out there. If you’re considering an acquisition strategy, in addition to your organic growth to build your business, this is information you need to position yourself with qualified sellers.
Topic: 3rd Thursday OSJ Zoom Meeting
Time: Feb 16, 2023 01:30 PM Pacific Time (US and Canada)
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Meeting ID: 832 6063 6896
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+17207072699,,83260636896# US (Denver)
Date and Time
Thu, Feb 16, 2023
1:30p - 2:30p PST