Jason Ozur Joins Fidelity’s Inside Track – M&A Panel

Aligning M&A with Your Firm’s Business Strategy

Tuesday, August 18, 2015  | 3:15-4:15pm | The Ritz Carlton | Dana Point, CA

How can mergers and acquisitions help you achieve your goals? Join industry M&A experts and Fidelity’s Practice Management Consultants as they take you through the building blocks of an effective M&A strategy. You’ll leave this session with a greater understanding of the M&A dynamics in the RIA space, and be able to start forming an M&A strategy to help you accomplish your business growth objectives. This session is best suited for principals and owners.

For more information about this event, please contact our marketing department at events@lidoadvisors.com or (310) 278-8232 ext. 109.