Gladstone Transaction Advisory : The Gladstone Seminar Series

Gladstone A Specialized Investment Banking Boutique

The Gladstone Seminar Series – Fall 2008

As an Owner or Principal of a successful RIA, your greatest concerns may be:

· "How do I continue to grow my business in order to compete effectively?" or

· "How do I transition the business for the future while realizing value for what I have built?" or

· “Should I align my firm with a partner, who helps me realize value for what I have built, while allowing my firm and my advisors to continue to grow and preserve our vision and legacy for the future?”

Gladstone Associates, along with United Advisors, is inviting you to participate in a free workshop to explore the issues surrounding the questions above. Choose the seminar topic that best fits your area of interest:

Art of Acquisitions Workshop

This workshop is geared to the advisor with more than $500 million of Assets Under Management, who is interested in learning the techniques and skills necessary to design and deploy an effective growth strategy through acquisitions.

Business Continuity Workshop

This workshop is geared to the advisor with more than $200 million of Assets Under Management, who is interested in gaining an understanding of the issues and options surrounding succession and transition planning to include internal and external strategies.

This is a private, roll-up-your sleeves information exchange for elite RIA business owners. There will be no product vendors or media representatives at the seminars.

Gladstone Associates is a specialized investment banking boutique providing buy-side advisory, sell-side advisory, lift-outs, business transition planning, and strategic advisory services exclusively to fee-based advisors, RIAs, and Independent Broker Dealers.

Our core market is comprised of successful Advisors ($200 million to $2+ billion AUM) who are seeking to retire, sell, or transition their business, or conversely, have the ambition and drive to grow their business via acquisitions or mergers. Until now, Advisors did not have access to a focused, knowledgeable Investment Banking service dedicated to their unique needs.

Gladstone fills the void.

www.GladstoneTA.com

United Advisors, LLC was founded in 2004 and is an independent planning and investment advisory firm headquartered in Secaucus, NJ . With a combination of vision, problem solving, forward thinking, and hard work, UA’s well respected team manages assets for individuals, corporations, endowments, and retirement plans.

Our goal is to become the undisputed leader in providing a full array of comprehensive financial planning advice and investment services sought by its market. Our mission is to build, maintain and continually enhance the long-term relationships with our clients while building a mutually profitable environment for our advisors and support staff.

www.UAWealth.com

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