Advisor M&A Highlight – 2023 Mid-Year Update

2023 Mid-Year Update Infographic - Mockup 1

Whether you are contemplating buying or selling an advisory business, or simply wanting to stay current on industry developments, this Mid-Year Advisor M&A infographic contains our most interesting findings in the financial services industry.

From January to June of 2023, here are the immediate trends you don’t want to miss:

  1. Valuation multiples continue to rise despite the rate environment.
  2. Practice multiples continue to see greater diversity as the M&A market evolves, with sellers preparing their practice further in advance.
  3. Down payment percentages continue to increase even in the midst of a possible economic recession.
  4. Average recurring multiples stay strong across the United States.
  5. Succession planning is starting earlier but not early enough.


To learn more about our discoveries and data in detail (including what to expect in the second half of 2023 and beyond), fill out the form to download the infographic!

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