Chuck Maushardt’s Post

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Financial Services Leader | Driven Branch Manager | 25+ Years of Industry Experience | Advisor Growth & Development Specialist | Husband | Father

Attention Financial Industry Colleagues! 📢 Join us on Thursday May 2, 2024 at 12:30pm for an exclusive presentation on the most effective strategies to protect the value of your financial services practice, accelerate growth through acquisitions, and realize the value of your practice upon exit. 💰💼 Don't miss out on this opportunity to learn valuable insights from industry experts. 🤓 Topics to be discussed include creating a business that has transferable enterprise value, how to protect the value of one of the largest assets in your personal and professional portfolio, and current trends in the marketplace. You'll also learn how experienced buyers identify and capitalize on acquisition opportunities and how to transfer your legacy to the next generation with maximum efficiency, value and control. 💡 Plus, discover how to access third-party capital to support succession and acquisition strategies in today’s environment. 🤝 Register now at the Zoom link below and secure your spot! ⬇️ https://lnkd.in/ezJ8yWwi #ceterainvestors #successionplanning

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