Advisor M&A Update



RIA M&A activity has started off strong in 2022 starting with The Great Resignation and a declining market.

This session looks over the first half of the year in 2022 to share the most noteworthy changes including: deal structures, valuation multiples, employment and equity sharing strategies for growing teams, and much more.

SRG Presenters Include: Kristen Grau, CPA|CVA, Executive Vice President Parker Finot, Senior Project Coordinator Nicole Frey, CFP, Project Manager

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Kristen Headshot.SB

Kristen Grau, CPA, CVA

Executive Vice President
Parker. 2022

Parker Finot

Senior Project Coordinator
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Nicole Frey, CFP®

Project Manager