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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.

Advisory Agreements/Mergers & Acquistions

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    Disclaimer: The information provided is for educational purposes and shall not be construed as specific advice. The information does not reflect the views 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 does NOT provide a legal opinion or legal recommendations.

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