2023 Advisor M&A and Equity Highlights

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In 2022, we saw challenging employment conditions and financial markets. However, merger and acquisition activities in the finance industry remain strong! In today's economic environment, the looming instability continues to bring many M&A aspects into question for both growing and selling advisors.

If you’re contemplating buying or selling a financial practice, or are looking to stay current on industry developments, this infographic will highlight the most interesting industry trends and data from 2022.

Download our digestible infographic to learn about the current valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more.


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