SRG Annual M&A Update: 2020 Review and 2021 Outlook

The market for mergers and acquisitions of financial service practices continues to evolve and become more complex each year. This session will look back at the M&A market for advisors historically and compares it to 2020, highlighting the recent changes and how values, deal structures, and taxation of deals are changing in these uncertain times.

SRG will review key observations for buying and selling financial service businesses, valuation/succession trends, and share projections for the balance of the year and into 2021.

This is a data-rich presentation that is designed to ensure each attendee knows all the key trends and how to successfully navigate a deal. Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable.

Fill out the form below to start watching!

Effective Strategies to Exit Your Business

Succession Planning can mean different things for you and for your peers. While it can be done internally within the team or sold externally to an industry peer, it requires a different timeline, planning, and strategy.

Whether you plan to slow down and retire now or in the next 5-10 years, this session will discuss:

• The Levered Buy-In and Shared Growth Model (SRG’s award-winning solution), the two most effective strategies for internal succession
• The most popular exit strategy for external sale
• The four most common succession pitfalls every advisor should avoid

Join us to learn more and start your succession plan now!