SRG Logo - White2021 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 YTD. With the pandemic hopefully waning, low interest rates, increased availability of capital, increased use/reliance on technology, and looming tax changes, the M&A market for advisors has seen significant movement in the last 6-months.Succession Resource Group takes a deep dive into advisor deals done thus far in Q1 and Q2 and what to expect for the rest of 2021. 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
• How recent regulatory changes will impact valuations
• Recent developments and trends in financing deals
• How deals are being structured to manage risk
• How to maximize valueWhether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable.



David Grau Jr.

CEO and Founder
Succession Resource Group
Josh Clifford 2020 S

Josh Clifford, CVA

Valuations Director & Data Analyst
Succession Resource Group