Recording Preview - Advisor M&A Review

2022 was a rollercoaster of challenging employment conditions and financial markets. However, RIA M&A activities remain strong! In today's economic environment, the looming instability continues to bring many aspects of mergers and acquisitions into question for both growing and selling advisors. 

As we march into 2023, what should you expect and how should you plan?

Join SRG's four expert consultants in this live session as they share their insights on the most noteworthy changes in 2022 and what to look out for in 2023. 

Don't miss out on the critical reviews and invigorating discussions, including: 

  • 2022 trends for advisory practice growth, health and valuation multiples
  • Employment retention and compensation status quo and strategies
  • Mergers and acquisitions market conditions, deal structure and financing trends, and market movements
  • Business sale transaction types, highlights and considerations
  • Overall 2023 market predictions and more!

Whether you're interested in building greater enterprise value, buying, or selling your practice in the future, this webinar will help you navigate the waters. 

The session also features a live Q&A session to address previously submitted and chatted-in questions. Reserve your seat and register today.

RSVP Today:


David Grau Jr., MBA

David Grau Jr., MBA

Kristen Grau, CPA, CVA

Kristen Grau, CPA, CVA

Executive Vice President
Nicole Frey, CFP®

Nicole Frey, CFP®

Project Manager
Parker Finot

Parker Finot

Senior Project Coordinator

Data Contributors


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