2024 Advisor
M&A Highlights

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Whether you are contemplating buying or selling an advisory business, or simply wanting to stay current on industry developments, this Advisor M&A infographic contains our most interesting findings in the financial services industry in 2023.

Here are the top 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 2024 and beyond), fill out the form to download the infographic!

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