2020 Advisor M&A Takeaways Infographic

While 2020 is shaping up to be a rollercoaster of a year for advisors, the M&A market for independent Registered Investment Advisors and securities professionals also had many exciting developments. Whether you are contemplating buying or selling an advisory business, or simply wanting to stay current on industry developments, the 2020 Advisor M&A infographic contains the most interesting trends and data from across the industry. View the infographic below to learn about the most current valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more. This infographic shares some of the highlights from SRG’s live annual webinar.




 

To learn more about advisor values, M&A activity, compliant entity structure or succession plans, please contact us at info@successionresourcegroup.com.

 

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