Nick Casolaro to Present on Managing Risk and Non-Competition and Non-Solicitation Agreements During Succession Planning for Financial Advisors

McLane Middleton attorney Nicholas F. Casolaro will present on managing risk and non-competition and non-solicitation agreements at three upcoming Waddell & Reed events called “Succession Planning for a Financial Services Business” on January 25, 2018 in Portsmouth, N.H., January 30, 2018 in Manchester, N.H., and February 1, 2018 at McLane Middleton’s Woburn office.

The events are for advisors who are interested in selling their practice within the next 10 years or advisors looking to buy a practice.

This complimentary, one hour workshop will address:

  • What your practice is worth and the important drivers that can add value
  • How to navigate the non-compete and non-solicit
  • Protecting your U5
  • Broker protocol
  • Regulatory environment
  • Having the discussion with clients
  • When is the right time to plan for an exit to get the best value


Nick is an associate in the firm’s litigation department where he assists clients with a wide variety of business and civil litigation matters.  He can be reached in the firm’s Manchester office at (603) 628-1246 or

For additional information on these workshops, please contact Waddell & Reed at (603) 431-8173, x100.