2018 Advisor M&A Summit
A Guide for Buyers, Sellers and Everything in Between

Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work.

The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some key questions that will be addressed:

  • When should you start planning and what are your options
  • How to find practice to buy/partner with
  • How are deals currently being structured? What is working?
  • What are typical values being paid, and what drives or detracts from the value?
  • What are current exit planning trends?

If you are considering selling your business in the next five years, or are a serious buyer, the session will provide critical information you won’t want to miss from two industry experts, a rare opportunity to learn and network.

Cost: Free + Complimentary Lunch/Dinner

Session duration: 1 Hour 30 Minutes

Schedule and Location: Varies - See details in event

Seating is limited and fill quickly. Find event available in your city below to RSVP, and reserve your seat Today!

Available Dates and Locations


David Grau Jr., MBA is the founder and CEO of Succession Resource Group and is the nation’s leading consultant on advisor valuation, acquisition and succession planning. Over the last decade, David has assisted hundreds of advisors and other professionals buy, merge, sell, and craft their transition plan for the sale of their business. Prior to launching SRG, David was the leading M&A consultant for a well known succession planning firm to advisors. David is a published author and accomplished speaker on succession planning, financial practice valuation, and death/disability planning for small business owners and has been interviewed and cited in dozens of publications.

Erik Pahlow is the Executive Vice President of Succession Resource Group, bringing more than a decade of consulting experience helping advisors on valuation, acquisition and exit planning. Over the last decade, Erik has helped hundreds of advisors prepare and sell their business, and as the former Valuation Director for a well-known succession planning firm for advisors, has valued more than 5,000 businesses. Erik is an authority on advisor valuation and practice sales, has served as an expert witness on practice value and valuation issues, is a published author and frequently cited in industry journals and press releases. He has also worked with some of the nation’s largest broker-dealers, custodians, and non-profit organizations to develop new and innovative research and recommendations on valuation and succession planning for advisors.

John Turner of Live Oak Bank has more than 30 years in the financial services industry. Live Oak Bank is the nation’s leading provider of advisor M&A financing, with more than $500 million in loans to date. Prior to joining Live Oak, John ran a successful practice based in the Midwest and also held several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society where he led practice management – consulting on practice staffing, financial management, acquisitions and succession planning. Over the years John has been involved in over 500 acquisition deals.

James Hughes joined Live Oak Bank in 2013, with more than a decade of experience in financial services related positions. Live Oak Bank is the nation's leading provider of advisor M&A financing, with more than $500 million in loans to date. James has served in several roles at Live Oak, from a Sales Trader to Loan Officer and has been with the Investment Advisory team since 2015. Prior to Live Oak, James spent nearly a decade at one of the premiere investment banks in the world. James has a Bachelor’s Degree in Economics from Bucknell University and is Series 7 licensed.

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