5 Mistakes to Avoid During an Acquisition

5 Mistakes to Avoid During an Acquisition

You’ve got a deal with another advisor, but now what? Erik Pahlow, Former Executive Vice President of SRG, will cover the steps from identifying your successor or seller, to closing the deal, and everything in between. He will also share the five biggest mistakes made in purchase agreements by advisors. Join us so you are prepared to make the right decisions during the selling process to ensure you do it right the first time!

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2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Equity Explained: Incentivize, Retain, and Transition Ownership

May 13, 2026, at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET