In its 9th annual Advisor M&A Review, Succession Resource Group breaks down what actually happened in mergers, acquisitions, and succession planning across the financial advisory industry.
The session draws on the industry’s most comprehensive dataset of 176 verified, closed transactions, along with a succession survey of 301 firm owners, to deliver decision-ready benchmarks that go well beyond self-reported figures.
Viewers will learn where recurring revenue and EBITDA multiples landed, how those multiples vary by region, and why sellers who use open-market advocacy tend to command higher prices and stronger terms.
David Grau, Jr., MBA and Parker Finot also unpack the deal structures that determine what sellers actually take home, including down payments, seller financing, retention clauses, and lender holdbacks. The review closes with SRG’s predictions for the year ahead, covering succession readiness, buyer competition, and the continued shift toward team-based compensation. Whether you are preparing to grow, buy, sell, or plan an internal succession, this recording offers a data-backed view of the market to help inform your next move.
