Thinking about buying or selling a financial services practice? Join us for an exclusive dinner seminar designed to help you prepare for a successful transition. 

What you’ll learn: 
*Unique perspectives from both buyers and sellers—and how to prepare for a successful transaction 
*How to assess the fair market value of your business 
*Ways to enhance business value from both enterprise and personal portfolio perspectives 
*The importance of a continuity plan for clients, family, employees, and yourself 
*Financing options available for both buyers and sellers 

Enjoy a great meal, connect with peers, and gain valuable insights to shape your future. 

With over 60 years of combined industry experience and consulting on hundreds of successful closed transactions, your hosts will share this valuable perspective experience and support that is available through Cetera Investors. About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing among others Cetera Advisors LLC, Cetera Wealth Services, LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/ SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant or its employees. For use with financial professionals only. Not for client distribution. 5433 Westheimer Rd Suite 800 Houston, TX 77056 713-961-0500