Webinar Recording Background





Mid-Year Review Series

Curious about the state of the advisor M&A market in the first half of 2023 amidst the collapse of Silicon Valley Bank, the ongoing interest rate hike, the raised debt ceiling, and the rocky recovery of the financial markets?

Watch our 2023 Mid-Year Review 3-Part Series where we'll provide you with the answers and delve into important topics surrounding advisor M&A for the first half of 2023.

We'll share our keen observations and valuable insights on the current M&A market conditions, transaction trends and strategies, team resources and solutions, and much more. Learn more about the details of our value-packed sessions below.

Fill out the form to watch now!

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.

Fill out the form to register:

Recording Available

Fill out the form above for access.

Part I: Trends with Transactions

The 2023 Mid-Year Review Series starts with our M&A experts, David Grau Jr. and Parker Finot, delving into the current state of the mergers and acquisitions (M&A) market and its implications for financial advisors. In this session, we will cover the key topics:

  • Overview of the current M&A market landscape
  • Analysis of valuation multiples and their impact on deal pricing
  • Examination of evolving deal terms and structures in recent transactions
  • Insights into changes in financing options and their implications for advisors
  • Predictions and projections for the second half of 2023

Whether you are looking to advise clients on transactions, explore growth opportunities for your own practice, or simply stay informed about the industry, this session is a must-attend event to gain a deeper understanding of the latest trends, emerging opportunities, and potential challenges within the M&A landscape.

Recording Available

Fill out the form above for access.


Part II: Trends to Maximize Value for Exit Planning

You are now updated with the current state of the M&A Market, but what should you do to build a business with the end in mind

In today's fast-paced business landscape, it's crucial to understand the dynamics that influence value and the current M&A environment can significantly impact your revenue generation now. 

Join Ryan Grau, CVA, CBA and Kristen Grau, CPA, CVA, CEPA, to learn essential elements of successful strategies and the key factors that can help you ensure a premium value when you're ready to retire.  

Our subject experts will provide valuable insights and practical guidance on:

  • Current valuation trends
  • The dynamics that influence value within the current M&A environment
  • Impacts of different exit strategies
  • Key performance indicators (KPIs) for value maximization
  • The importance of sell-side representation

Whether you're a seasoned entrepreneur or just starting out, don't miss out on this opportunity to learn practical knowledge and actionable strategies to optimize value for your exit planning.

Recording Available

Fill out the form above for access.


Team Trends and Strategies for Future Success

As financial advisors, building and growing a high-performing team is essential not only to optimize the value for your business but also for long-term success and client satisfaction.

Join Nicole Frey, CFP® and Julia Sexton, CVA for the third session of our 2023 Mid-Year Review webinar series, where we will share our latest observations, best practices, and predictions, including:

  • The evolving landscape of advisory team structures
  • Effective strategies for attracting and retaining top talent
  • Equity distribution models to align incentives and drive performance
  • Managing the complexities of team dynamics and collaboration
  • Employment trends and best practices for team growth
  • Predictions and future trends shaping the advisory team landscape

This final session is designed to equip you with the knowledge and tools necessary to maximize the potential of your team, whether you are a seasoned advisor looking to optimize your existing team or a new entrant seeking guidance on building a successful advisory practice.

Register now to secure your spot and unlock the secrets to building a high-performing advisory team!


David Grau Jr., MBA

David Grau Jr., MBA


Parker Finot

Senior Project Coordinator

Kristen Grau, CPA, CVA, CEPA

Executive Vice President

Ryan Grau, CVA, CBA

Director of Valuations


Nicole Frey, CFP®

Director of Team Solutions
Julia Sexton - Square

Julia Sexton, CVA

Director of Strategic Organizational Planning

Data Contributors

PPC Logo-1


Premier Sponsor



Supporting Sponsors