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October 2020

AssetMark (Central Region) AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

October 26 @ 8:00 am - 9:00 am
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

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2020 Advisor M&A Mid-Year Review (Financial Services Professionals – Columbus Ohio Chapter)

October 28 @ 8:30 am - 9:30 am

SRG’s annual mid-year M&A review will discuss the most interesting and noteworthy trends in the advisor M&A market. The first half of 2020 has proven to be anything but normal, and the M&A market for advisors continues to respond to the numerous challenges thrown at advisors in the last 6-months, including volatile markets, Reg BI, and COVID-19. Succession Resource Group takes a deep dive into advisor deals done thus far in Q1 and Q2, how they were impacted, how financing…

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Prospera AUM Accelerator Series – Part 3: The Deal

October 28 @ 1:30 pm - 2:30 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

Finding someone to purchase or merge into your practice is a time consuming a challenging process, but with the right plan and commitment, it is possible to consistently go from being one of 50 interested buyers to one of the final four. Here our focus is how to effectively negotiate the deal so you go from being 1 of 4 considered, to THE one: Understanding the type of seller you are dealing with How are deals currently being structured? What…

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November 2020

Prospera AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

November 4 @ 1:30 pm - 2:30 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

Find out more »

IFG AUM Accelerator Series – Part 3: The Deal

November 19 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

Finding someone to purchase or merge into your practice is a time consuming a challenging process, but with the right plan and commitment, it is possible to consistently go from being one of 50 interested buyers to one of the final four. Here our focus is how to effectively negotiate the deal so you go from being 1 of 4 considered, to THE one: Understanding the type of seller you are dealing with How are deals currently being structured? What…

Find out more »
December 2020

Sigma AUM Accelerator Series – Part 1: Preparing and Sourcing

December 1 @ 11:00 am
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

Buying a practice is the fastest way to grow your business, and despite the average advisor being in their mid-50s and few having an exit plan, less than 1 in 50 buyers will successfully find and close a deal. With the right amount of preparation and planning, it is possible to find more opportunities for a merger or acquisition and selectively close the right deals. This session focuses on the foundational elements consistently found with serial acquirers: • Understanding the…

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Sigma AUM Accelerator Series – Part 2: How to Find a Seller and Get them to “Yes”

December 8 @ 11:00 am - 12:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

After preparing yourself and your business for acquisition, finding deals, and getting a seller to commit to you is the next stage on the journey to go from dreamer to consolidator. Here we focus on specific and practical steps to find sellers and how to get them to “yes”: Sourcing sellers – where to find sellers and how to create an effective “go-to-market” strategy for success You’ve found a seller interested in talking, now what: Planning for the first meeting…

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Sigma AUM Accelerator Series – Part 3: The Deal

December 15 @ 11:00 am - 12:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

Finding someone to purchase or merge into your practice is a time consuming a challenging process, but with the right plan and commitment, it is possible to consistently go from being one of 50 interested buyers to one of the final four. Here our focus is how to effectively negotiate the deal so you go from being 1 of 4 considered, to THE one: Understanding the type of seller you are dealing with How are deals currently being structured? What…

Find out more »

Sigma AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

December 22 @ 11:00 am - 12:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

Find out more »
January 2021

IFG AUM Accelerator Series – Part 4: Keeping What You Bought – Transition Planning

January 14, 2021 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close. When to start discussing the plan Common roles and compensation plans for sellers post-sale How and when to tell the staff (for both buyer AND seller)…

Find out more »
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