Join us - Thursday October 4Greg Raines, CEO TAG Advisors
The Nuts & Bolts of Buying or
Selling a Financial Practice
Buying a practice can be a win-win for both the buyer and seller when completed correctly. The concept is simple, but execution isn’t easy. Join Cambridge and Greg Raines, CEO of TAG Investment Advisors, as he discusses what to do and not to do when buying or selling a practice. Greg has been involved in over 20 transactions in the last few years, and he is still actively expanding his firm through acquisitions. In addition, Greg also acts as a consultant for advisors looking for assistance on either side of the transaction.
Registration Opens at 8:30 am
Program Begins at 9:00 am
Registration Fee: Members - FREE Non Members - $35
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