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Advisory Agreements/Mergers & Acquistitions




Coulter Strategic Services teams up with BrightStar Law Group  for an in-depth session on Advisory Agreements and Mergers and Acquisitions. This session delves into key topics, including advisory agreements and contracts, risk alerts, enforcement actions, and exam findings. Listen to our tips and discover useful ways to enhance your advisory agreements, along with insightful thoughts on navigating mergers and acquisitions. Stay informed and ensure your firm's compliance with the latest regulatory expectations.



If you would like specific compliance education, training, and services to help with your compliance program or project, please contact Coulter Strategic Services. 

Check out Coulter Strategic Services' growing collection of training resources. Visit today and stay tuned for new training resources.


All information provided is for educational purposes and shall not be construed as specific advice.  The information does not reflect the view of any regulatory body, State or Federal Agency or Association.  All efforts have been made to report true and accurate information. However, the information could become materially inaccurate without warning. Not all information from third-party sources can be thoroughly vetted.  Coulter Strategic Services and its staff do NOT provide legal opinions or legal recommendations. Nothing in this material shall be considered as legal advice or opinion.


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