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August 2020

2020 Advisor M&A Mid-Year Review (Waddell & Reed)

August 11 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

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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Effective Strategies to Exit Your Business

August 13 @ 11:00 am - 11:30 am
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

Whether you plan to slow down and retire now or in the next 5-10 years, this 30-minute session will discuss the two most effective exit strategies for founders wanting to sell to their internal successors, the most popular exit strategy for advisors considering a sale to someone outside their practice, and the two most common succession pitfalls every advisor should avoid. To RSVP for the free webinar, please visit: https://successionresource.zoom.us/webinar/register/6115965603582/WN_9xEmzi_dRb6rwKT9fXmH0A

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