2020 Advisor Mergers and Acquisitions Review

In the 2020 Advisor M&A Review, we will look back at the mergers and acquisitions in the financial services industry in 2019 to provide you with the most current and interesting information affecting your practice’s value.

Our team will review key observations of the market for buying and selling securities and advisory businesses, discuss valuation/succession trends, share projections for the coming year, and much more. This presentation will provide answers to the industry’s most frequently asked questions, including:

  • Updated 2019 valuation multiples
  • How deals are being structured and taxed
  • New succession strategies and trends
  • Update on lending/financing options and industry impact
  • SRG’s 2020 projections

Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable. Join us in SRG's eighth-year annual review!