SRG Logo - White2020 Advisor M&A
Mid-Year Review


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 has changed, and what to expect for the rest of 2020. This session will feature live Q&A throughout and provide answers to our most frequently asked questions, including:
  • Current valuation multiples (both gross and earnings multiples) and projections beyond 2020
  • How valuations will be impacted by recent regulatory changes
  • Recent developments and trends in financing deals
  • How deals are being structured to manage risk
  • Preparing for the expected changes in deal volume and how value will be impacted
Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable.
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David Grau Jr.

CEO and Founder
Succession Resource Group