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DEALS & SUCCESSION CONFERENCE

February 16, 2022—February 17, 2022




This two-day event focuses on understanding the current M&A landscape, tangible
ways to create or enhance your own strategy, and best practices around key
initiatives such as internal succession planning and ownership expansion. During
the conference, Dimensional’s Practice Management team will share benchmarking
insights and perspectives on M&A and host industry experts, who will discuss how
advisory firms can best position for a purchase, merger, or sale. Participants
will have opportunities to connect with like-minded firm leaders and engage in
small group settings to exchange ideas and discuss managing deals and
succession.



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This information is provided for registered investment advisors and
institutional investors and is not intended for public use. Dimensional Fund
Advisors LP is an investment advisor registered with the Securities and Exchange
Commission.

All expressions of opinion are subject to change. This information is intended
for educational purposes, and it is not to be construed as an offer,
solicitation, recommendation, or endorsement of any particular security,
products or services. 

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