Webinar Recording Background






2024 Advisor
M&A Review

2023 was a year of ups and downs with the collapse of Silicon Valley Bank, the ongoing interest rate hike, and the rocky recovery of the financial markets. However, the 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 2024, what should you expect and how should you plan?

Join SRG's expert consultants, David Grau Jr and Park Finot, in this live session as they share their insights on the most noteworthy changes in 2023 and what to look out for in 2024. 

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

  • 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 2024

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. 

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David Grau Jr., MBA

Founder & President
Succession Resource Group

Parker Finot

Director of Transaction Advisory Services
Succession Resource Group
Dustin Mangone PPC Loan

Dustin Mangone

Managing Partner & Director

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