2019 Advisor M&A Review
Our two panelists, David Grau Jr. and Erik Pahlow will review key observations of the market for buying and selling securities and advisory businesses, valuation/succession trends, and share projections for the coming year, and much more. This presentation will provide answers to the industry's most frequently asked questions, including:
* Updated 2018 valuation multiples
* How deals are being structured and taxed
* New succession strategies and trends
* Update on lending/financing options and industry impact
* SRG's 2019 projections
Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable.