posted on February 16th 2017 in Austin CFP Team Posts with 0 Comments /

WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for  “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern.

This webinar is part of an ongoing series by The Austin Dale Group (ADG) . ADG is a Merger & Acquisitions firm focused on mergers and acquisitions for lower middle market and emerging growth companies. They are specialists in software and IT services, cloud and healthcare and focus on exit strategies, value enhancement, and preparing for sale. For registration and information, visit http://austindalegroup.com/upcoming-webinars/next-webinar/

Morgan Smith provides private wealth management for business owners and families. He holds an International MBA and the CERTIFIED FINANCIAL PLANNER™ professional credential. He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.

about the author: Morgan H. Smith Jr. IMBA CFP®

Morgan Smith Jr. IMBA, CFPMorgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.

An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable.

Learn More and/or Contact Morgan

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