Webinar

Finding Your Optimal M&A Partner

August 2023

Join us for a webinar with EP Wealth Advisors' Brian Parker and Jon Moore and DeVoe & Company's Doug Johnson. They will discuss how to assess and find an optimal M&A partner. You'll also learn how EP Wealth Advisors think about partnerships and what is unique about working with them from the perspective of an acquired advisor.

Speakers:

Brian Parker, Co-Founder and Managing Director, EP Wealth Advisors
Jon Moore, Regional Director | Managing Director, EP Wealth Advisors
Doug Johnson, Managing Director, DeVoe & Company

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