Keeping What You Bought
A Joint Webinar Presented by Live Oak Bank and ReminderMedia
Join us for this incredibly important webinar as John Turner from Live Oak Bank and Luke Acree, President of ReminderMedia, share strategies for ensuring that critical client relationships transition along with ownership of the business.
Click below to reserve your spot!
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John Turner serves as the Managing Director at Live Oak Bank. John joined Live Oak Bank with over 30 years of experience in the financial services industry. Prior to joining Live Oak Bank, John ran a successful practice as a financial advisor in the Midwest. He went on to hold several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society.
Over the years John has had experience buying, brokering, or financing over 600 deals. As a result, John has spoken at advisor groups and industry events both large and small and authored several whitepapers addressing succession and acquisition topics and issues.
John holds a bachelor’s degree from Bethel University and a master’s degree from the University of Minnesota.
Fun Fact: In college John used to change the light bulbs on radio towers. NOT for the faint of heart!
Luke Acree is an authority on leadership, a lead generation specialist, and a referral expert who passionately believes that businesses run on relationships. By teaching the principles of relationship marketing, he’s helped more than 100,000 entrepreneurs and small businesses grow their companies.
He’s grown his own company, ReminderMedia, to over $300 million in sales and earned it a place on Inc. 5000’s list of the Fasting Growing Companies in America four years in a row. ReminderMedia’s also been included on Philadelphia’s Top 100 Places to Work.
Luke co-hosts a podcast with his CMO called Stay Paid, which routinely appears in the Top 30 Marketing Podcasts on Apple Podcasts. He’s been featured in Entrepreneur magazine, Forbes, Yahoo Finance, Disrupt magazine, Inman News, and Foundr.com. And he’s a frequent guest on podcasts including SharkPreneur with Kevin Harrington and Seth Greene, Marketing Genius with Grant Wise, and Real Estate Rockstars.
Who should attend?
Advisors who have clients who are business owners and want to provide expanded services to them.
Potential sellers who want to manage the risk of the transaction for themselves ensuring they get and keep top dollar for their practice.
Potential buyers who want to ensure the business they are buying will provide the planned benefit that was estimated at the start of the deal.
