Online registration now open.
Agenda
- 10:30 - 11:00 AM - Check in and networking
- 11:00 - 11:10 AM - Welcome, Announcements, Opening Remarks
- 11:10 - 11:20 AM - Sponsor Spotlight - Victory Capital Management
- 11:20 AM - 12:20 PM - Buy, Sell...or Don't: M&A Lessons from All Sides of the Table
- 12:20 - 12:50 PM - Break, Lunch & Networking
- 12:50 - 1:00 PM - Sponsor Spotlight: Longbridge Financial
- 1:00 - 1:30 PM - Part II - M&A Panel Discussion with Brandon Moss
CE Credits
Each session qualifies for 1.5 CFP, CPA, CIMA CE. Please sign in when you arrive in order to be eligible for credit. FPA DFW will report all credits to the CFP® Board following the event. Your credit can then be confirmed in the CFP Portal within 7 business days following the event.
Chapter Meeting Speaker & Topic
Buy, Sell...or Don't: M&A Lessons from All Sides of the Table
Brandon Moss, CFP® - Senior Consultant, Partner I Herbers & Company
1.5 CFP, CPA, CIMA CE
M&A is never just about the numbers - it's about legacy, identity, and the future of your firm. Whether you're solving for succession, exploring a sale, considering a purchase, or simply wondering if you should sit this round out, this session delivers the Top 5s that every firm needs to know before stepping into the M&A 'game'. You'll get real-world insights, emotional truths, and strategic filters to help you make confident decisions - not reactive ones. Walk away with the clarity to grow on your terms, protect what maters most, and lead your firm with intention - deal or no deal.
Brandon Moss is a partner and senior consultant at Herbers & Company, an independent management and growth consultancy to financial advisory firms. He has helped shape the advisory industry over the past 20 years, helping to build some of the fastest growing and most innovative independent advice firms and brands. Brandon has 360-degree view of the RIA landscape and supports Herbers & Company clients in all facets of client experience development, marketing and innovative growth strategies.
Don't Miss Part II - M&A Panel Discussion with Brandon Moss, Patrick Dougherty, Greg Lanier & Dallas McKee
Thank you to our platinum partner spotlights!
