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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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October 2020

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…

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