As we look forward to 2021, it is more important than ever before for advisors to stay current on the ever-changing M&A trends. Whether you are in growth mode and looking for acquisitions or mergers, or in the final years of your career, 2020 has had a meaningful impact in both positive and negative ways.
This presentation will highlight:
- How advisor practice values were impacted and what to expect in 2021
- Strategies to obtain the most value from the best possible buyer
- What changed with the financing options industry-wide and how to leverage this resource going forward
- The newest equity and phantom equity sharing strategies to attract and retain the best talent even in turbulent times
Whether you are in growth mode or looking to retire from the business next year, we’ll share the most important information and practical recommendations to help you create a more valuable business or extract the most value when you are ready to retire.