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[Webinar] 2020 Advisor Mergers and Acquisition Review

January 21 @ 1:00 pm - 2:00 pm

In the 2020 Advisor M&A Review, we will look back at the mergers and acquisitions in the financial services industry in 2019 to provide you with the most current and interesting information affecting your practice’s value.

Our CEO, David Grau Jr., 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 2019 valuation multiples
  • How deals are being structured and taxed
  • New succession strategies and trends
  • Update on lending/financing options and industry impact
  • SRG’s 2020 projections

Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable. Join us in SRG’s eighth-year annual review!

Register at https://hubs.ly/H0mfH640

Details

Date:
January 21
Time:
1:00 pm - 2:00 pm
Event Category:
Website:
https://hubs.ly/H0mfH640

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