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 [email protected] or (310) 278-8232 ext. 109.