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[Webinar] 2019 Advisor M&A Review

January 22, 2019 @ 1:00 pm - 2:00 pm

2019 Advisor M&A Review

Jan 22, 20191:00pm PST1 hour

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Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In our 5th annual review, we will look back at the mergers and acquisitions in the financial services industry in 2018 to provide you with the most current and interesting information affecting your practice's value.

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.

Details

Date:
January 22, 2019
Time:
1:00 pm - 2:00 pm
Event Categories:
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Website:
https://register.gotowebinar.com/register/914345468419769868

Venue

Succession Resource Group
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States
Phone:
503-427-9910
Website:
www.SuccessionResource.com

Organizer

Succession Resource Group
Phone:
503-427-9910
Website:
www.successionresource.com