March 2018 Luncheon Meeting

Acquisition: Lifcycle of a Deal

Speaker: John Turner, Live Oak Bank

Meeting Description

The next several years represent an unprecedented opportunity to acquire practices or succeed from your practice. According to a recent Accenture study 2.3 trillion in AUM will transfer.
Are you ready? Come listen to John Turner, a 30-year practice management professional and Senior Loan Officer at Live Oak Bank, talk about how to be the best at each step in the deal lifecycle so you are in the best position to win the deal. This will be a lively session where you can get answers to your questions.

Featured Partner: Michael Ryan, Michael Ryan & Associates

Speaker Biography

John Turner joined Live Oak Bank with over 30 years in the financial services industry. Prior to joining Live Oak Bank, John ran a successful practice as a financial advisor in the Midwest. He went on to hold several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society. John’s latest position included leading a practice management department where he has developed a deep expertise in practice staffing, practice financial management, practice acquisitions and succession planning. Over the years John has had experience buying, brokering or financing over 500 acquisition deals. John looks forward to assisting you with your practice financial needs and practice management ideas when requested.

Pricing and Registration (Lunch is included)

Register early! Advanced pricing is available through March 5th:

FPA Members and First Time Visitors: $40
Non-Members: $60

After March 5th:

FPA Members: $60
All Non-members: $75

Online Registration is open through Monday, March 5th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, March 6th.