2026 Advisor M&A Review
Webinar Recordings Watch the Webinar Replay 2026 Advisor M&A Market Insights: What Actually Happened in Advisor M&A Powered by SRG’s 10th annual review of completed M&A transactions, our Flagship webinar distills what actually happened in the market into clear, decision-ready benchmarks for RIAs and financial advisory firms. Built on the industry’s most comprehensive dataset of verified, closed transactions, this session delivers highly accurate valuation benchmarks and deal insights that go far beyond self-reported surveys. You will learn what is driving multiples, where buyer demand is strongest, and how terms are shifting as the market evolves. We will also break down the valuation metrics advisors care about most, including revenue multiples versus EBITDA multiples, and explain when each applies based on business model, size, profitability, and growth profile. Valuation is only part of the story. This webinar also dives into the deal structures that determine what sellers actually take home, including cash at close, seller notes, and other components that can significantly impact real outcomes. You will leave with clarity on what buyers are prioritizing, what quality firms are commanding in today’s market, and how to position your business for a stronger result. Led by David Grau, Jr. MBA (CEO) and Parker Finot (Director of Transaction Advisor Services), this is a data-backed, practical session designed to help you make smarter decisions with more confidence. Whether you are preparing to build value, buy, sell, or accelerate growth, this will be one of the most actionable hours you can invest in your 2026 planning. Get the Presentation Deck Download Download the Infographic Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download Speakers Host David Grau Jr. MBA CEO/President Paper-plane Linkedin-in Host Parker Finot Director of Transaction Advisory Services Paper-plane Linkedin-in Sponsored by Data Contributors Share: Related Content Sign Up to Our Newsletter
Value vs. Price: What Every Financial Advisor Needs to Know About Firm Valuation
Value vs Price: What Every Advisor Needs to Know Your most valuable asset in your business is the client relationships you build. Transferring your clients and the revenue that is produced is one of the hardest steps an owner will undertake in their career and it’s important to do it right the first time. Selling your business can seem like a daunting task at first — our Seller Readiness E-Book identifies crucial elements for you to think about as you begin the process of finding your successor. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download
What is Your Practice Really Worth?
Every Ameriprise advisor wonders about “the number,” but valuation goes far beyond the math. In this exclusive session for Ameriprise advisors, Kristen Grau and Ryan Grau shared how to think like a buyer, use valuation as a preparation tool, and set realistic expectations for a future sale or succession. Watch the replay to learn what drives value, what buyers really look for, and how to strengthen your firm’s position before it’s time to transition. Watch the Replay Related Resources Your Guide to Increase the Value of Your BusinessStart growing your value today → Seller Readiness E-bookDownload this guide → Due Diligence ChecklistStart With the Right Checklist → Selling Your Practice with Expert Advocacy Hear real stories from advisors who’ve been there → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Divorce Valuations: A Purpose-Built Process for Litigated Matters
Download Your eBook! Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download Divorce valuations at SRG are not ordinary business valuations, they are litigation tools. Every step of our process is designed to align with legal expectations and withstand scrutiny from attorneys, judges, and opposing experts. Inside this white paper, you’ll learn how SRG’s process is: Built exclusively for the business-owning spouse (in-spouse). Structured for success through discovery calls with attorneys. Issued only as Conclusions of Value, never Calculations. Supported with options for goodwill bifurcation, expert testimony, and rebuttals. Written by Ryan T. Grau, CVA, CBA, this resource outlines SRG’s defensible, litigation-ready valuation process, providing clarity, independence, and confidence in even the most complex matters.
Practice Value Assessment Tool Overview
Practice Value Assessment Tool Overview Whether you’re planning for succession, preparing to sell, or simply tracking your firm’s value over time, SRG’s Practice Value Assessment Tool (PVA Tool) gives you instant access to reliable valuation estimates—anytime, anywhere. Powered by real-world transaction data and backed by SRG’s expert M&A team, the PVA Tool is the only valuation engine built specifically for financial advisors. With just a few key inputs, users can model scenarios, export professional reports, and identify opportunities to increase firm value. Download the brochure to see how the PVA Tool brings speed, accuracy, and simplicity to your valuation process. Watch our PVA Tool demo. DOWNLOAD NOW
Balancing Act | Exploring Value and Terms in Deals (Ep. 24)
Breaking the Cycle | Compensation Strategies That Protect Value & Drive Growth
Valuation expert Ryan Grau, CVA, CBA, and compensation strategist Julia Sexton, CVA, reveal the most common comp mistakes—and how to fix them. Learn how to build pay models that drive growth, retain talent, and preserve business value. Watch the Replay Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in Host Ryan Grau, CVA, CBA Director of Valuations Paper-plane Linkedin-in
How to Get 10x for Your Advisory Practice
Advisory M&A experts Kristen Grau, CPA, CVA, CEPA and Todd Fulks, JD, BFA unpack what goes into building a firm worth top-tier multiples. From growth strategies to value drivers, learn how to position your practice for maximum return—whether you’re selling soon or planning ahead. Watch the Replay Host Kristen Grau, CPA, CVA, CEPA Executive Vice President Paper-plane Linkedin-in Host Todd Fulks, JD, BFA General Counsel Paper-plane Linkedin-in
12 Key Reasons to Assess Your Practice’s Value Annually
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Six Ways to Increase the Value of Your RIA Firm
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.