Dan Kreuter, Chairman at Gladstone Group and one of the leading experts in Advisor M&A, moderated a panel at BooST 2020 March 3 that examined the trends that will propel Advisor M&A to even greater heights in the coming years.
With approximately 40% of advisors expected to retire in the next decade, this promises to be one of the dominant themes over the next 5 to 10 years. Learn about his Five “Elements of Power” needed to scale your business and more.
Network. Learn. Grow.
Join us at the Gladstone Mergers & Acquisitions Symposium, co-sponsored by Gladstone Group and TradePMR, featuring:
Date/Time: January 22nd 2024 from 12-6pm
Location: 4th Floor, The Cosmopolitan, Las Vegas, NV
Gladstone’s Sr Managing Director Derek Bruton conducts incisive interviews with industry notables in the ‘Can You Hold My Attention’ series
RIA Wealth Managers, Fin/WealthTech, Private Equity Funds, Banks & Insurance Cos, Money Managers and Family Offices recognize that having the best advice and representation is critical to achieving success.
Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to learning more about your business and providing a no-cost initial consultation to find out if our skills match your needs.
Please connect with us today and we’ll be happy to have a confidential discussion.
Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.
© 2023 Gladstone Associates, LLC
