Schedule a Speaker

Mary Sterk, founder of Map It Build It Buy It, is available to speak at your next event or conference! Mary will guide your audience through the complex world of buying & selling Financial Services Practices. During her discussion of acquisitions, Mary will provide cutting edge insight on:

• Finding the Right Opportunity
• Evaluating the Book of Business
• The Valuation Process
• Financing the Purchase
• Negotiations of Activity Obligations and Price Agreement
• Creating a Communication Strategy
• The Contract
• Capability Boost Prior to the Sale
• Database and Staff Integration
• Execution of the Communication Strategy
• Activity Pattern and Philosophy Integration for New Clients

Mary’s book, BUY IT! The Practical Guide to Buying a Financial Services Book of Business is the perfect compliment for the audience interested in learning about this very relevant topic!

Please Contact Us to schedule Mary for your next event!

info@mapitbuilditbuyit.com

Any information printed or verbalized represents the opinions of the company and is not to be construed as legal or tax advice.  Please consult your attorney or CPA for advice relating to these matters. Disclaimer and Privacy Policy