A Financial Advice New Zealand Bring in the Experts webinar will look at the business of merger and acquisitions on 8 November 2023.
Financial Advice NZ says it will be presented by Steve Prendeville, Founder and Director of Forte Asset Solutions, a specialist in merger and acquisitions, having facilitated more than 150 financial planning business sales in Australia.
The association notes that growing, buying and selling a business is a complex process.
“Steve Prendeville provides insights into the Australian financial adviser environment, discussing the consideration and challenges the buyers or sellers are facing in today’s market.”
It notes that the webinar details the Australian market “…however there are many similarities and certainly lessons to be learnt for advisers in New Zealand. “
The webinar is free for members of Financial Advice NZ (non-members $50). Attendees will earn 1.5 CPD hours.
Click here for more information.