Know Your Worth | Alicia Chandler

Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to you live in Indianapolis at the Oak Street Funding headquarters with Alicia Chandler to talk about the current interest rate environment, financing options for buyers who are looking to explore inorganic growth.

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We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

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The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now