Financing Your Successful Internal Succession Plan

Developing your succession plan, including how to finance it, can be a long and difficult process. It is empowering to know what financing options are available when determining the best path forward for you and your team.

Join us for this DeVoe CapitalWorks webinar to learn more about the myriad of ways RIAs have developed and executed the funding of their ideal internal succession plan.

• Brad Grubb, Managing Director, DeVoe & Company
• Alicia Chandler, President, Oak Street Funding

To request the password, please email:  sara.prouse@devoe-co.com