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XYPNLIVE 2020 – Presentation

October 10 @ 8:00 am - October 13 @ 5:00 pm

Secrets of Succession – A Guide for Buyers, Sellers, and Everything in Between

Succession planning, mergers, and acquisitions will continue to happen with an increasing frequency given industry demographics, movement in the equity markets, pressure on fees, and heightened compliance. Yet, most owners don’t understand what succession planning can do for their business, how it can help them grow long-term, retain & attract the best talent, or what the most effective equity sharing strategies are that no one is talking about.

Buyers will learn from these strategies, as well as tips on sourcing deals and effective communication with sellers. This session focuses on the why and how of succession planning for advisors based on 2019 deals from across the industry that have bought, sold, and merged their practice. SRG will also share the most compelling data for 2020 on RIA M&A, valuation, equity sharing, how/where to get financing, and tax strategies for buying and selling a financial services business.


October 10 @ 8:00 am
October 13 @ 5:00 pm
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