| AGENDA |
| 8:15 - 8:30 am |
Welcome & Introductions |
| 8:30 - 9:00 am |
State of the Industry (Economic and Industry Overview) |
| 9:00 - 10:15 am |
Transaction Pricing, Earn Outs and Deal Structure
|
| 10:15 - 10:30 am |
BREAK |
| 10:30 - 11:00 am |
Internal vs. External Valuation: Why Closing the Gap Matters |
| 11:00 - 12:00 pm |
Panel Discussion: Why Do Firms Sell & How Do They Command Market Premium |
| 12:00 - 1:00 pm |
LUNCH |
| 1:00 - 1:45 pm |
Building a Long-Term Strategic Plan and How to Disseminate Through an Organization |
| 1:45 - 2:15 pm |
Perpetuation: Most Common Roadblocks and How to Try to Avoid Them |
| 2:15 - 2:30 pm |
BREAK |
| 2:30 - 3:00 pm |
Producer Recruiting: Best Practices of Identifying, Hiring, Compensating, Onboarding, and Holding New Producers Accountable
|
| 3:00 - 3:45 pm |
Organic Growth: Developing a Business Plan for Producers |
| 3:45 - 4:30 pm |
Differentiation |
| 4:30 - 6:00 pm |
Cocktail Hour |
