SRG Annual M&A Update - 2020 Review and 2021 Outlook

SRG Logo - WhiteSRG 2021 M&A Review

2020 Review and 2021 Outlook


The market for mergers and acquisitions of financial service practices continues to evolve and become more complex each year. This session will look back at the M&A market for advisors historically and compares it to 2020, highlighting the recent changes and how values, deal structures, and taxation of deals are changing in these uncertain times.

SRG will review key observations for buying and selling financial service businesses, valuation/succession trends, and share projections for the balance of the year and into 2021.

This is a data-rich presentation that is designed to ensure each attendee knows all the key trends and how to successfully navigate a deal. Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable.
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David Grau Jr 2019 L

David Grau Jr.

CEO and Founder
Succession Resource Group

Kristen Grau

Executive Vice President
Succession Resource Group

Josh Clifford

Valuation Director
Succession Resource Group