Advisor M&A Financing: How to Make It Work for You
https://youtu.be/MlhbJuIKBvU The deal volume for selling advisor practices continues to increase, yet demand has remained strong. Advisors interested in purchasing a practice must understand how deals are getting done today. With down payments rising and more than 60% of deals last year using external lending, understanding how bank lending can work for you is almost a requirement to get your deal done. Join us to learn:• How lending is changing the industry• What the typical terms for loans are• Different ways to use lending• How to cash flow model the deal with lending involved Whether you are a buyer or a seller, this webinar will be a refresher or an exploration of your financing options.
3 Tips You’ve Never Heard to Increase Your Value
While you work relentlessly to take care of your clients and build a successful practice, it’s important to know how how to value a business, what factors impact your value the most and what areas to focus on. Knowing these vital value drivers and detractors is also key to improve processes, gain efficiencies and onboard new clients. In this webinar, we will discuss the 3 most important tips on how to increase the value and get the most out of your practice when the time comes. Watch Now
5 Best Practices to Protect the Value of Your Business
https://youtu.be/XasQTEGCPO0 Protecting the Value of Your Business With the model rules passed for state-registered RIAs, similar rules proposed by the SEC, and FINRA Rule 2040 – EVERY advisor should have a contingency plan in place, yet less than 10% actually do. Join this fast-paced session to learn the 5 most important things you should be doing to protect the value of your business and clients in case of your untimely death, disability, or loss of license. Whether you have a plan already, or know you should, you do not want to miss our expert recommendations for building a plan that will work.
The Must-Know Items When Buying or Selling a Practice
https://youtu.be/s4VLqDzg9xY Following up on the most recent article, 6 ‘Must-Know’ Items When Selling Your Practice, published by ThinkAdvisor featuring commentary from David Grau Jr., David will share and elaborate on the must-know items for buyers and sellers, and why they are critical to know. The fast-paced 15-minute session will cover: Why selling doesn’t mean retiring Why all-cash deals are becoming the new normal Why practices remain undervalued and what to expect Taxes – how to get the most out of the deal (for buyer AND seller) Profitability and its impact on the value
Benchmark Your Way to a More Valuable Practice
https://youtu.be/RXnx9DphpIc One of the most commonly asked questions of our valuation clients is, “How do I compare to my peers? What could I do better?” This webinar will provide the key value driving metrics in a financial services practice and provide exclusive industry data for a variety of practice sizes – identifying what you are doing right, and what you should be doing to maximize the value of your business. We will share important data points and efficiency ratios that you should measure annually, including: • Revenue per client ratios• No. of employees and compensation by practice size• AUM per professional About Kristen Grau, CPA, CVA: Kristen is the Valuation Director and Executive Vice President at Succession Resource Group. With years as a public accountant at Moss Adams and Delap, and as the founder of an accounting firm, The Clover Group, Kristen provides SRG and its clients with both an analytical and operational acumen. She is also an internal client advocate, with an unwavering commitment to the “SRG client experience.” Kristen is an active Certified Public Accountant (CPA) in the state of Oregon, and is a Certified Valuation Analyst (CVA).
7 Tips to Increase the Value of Your Business
7 Tips to Increase the Value of Your Business While you work relentlessly to take care of your clients and build a successful practice, it’s important to know how practices like yours are valued, what factors impact your value the most and what areas to focus on. Knowing these vital value drivers and detractors is also key to improve processes, gain efficiencies and on-board new clients. In this webinar, we will discuss the 7 most important tips to increase the value and get the most out of your practice when the time comes. https://youtu.be/Gzsu_QQ1BZg
Best Time to Sell Your Business
https://youtu.be/6T6SxQ1C1Po Selling your business is never an easy decision, and knowing when is the right time to start the process makes it even more challenging. Practice values have continued to increase year-over-year, markets have generally been strong but what the future holds remains a question, there is continued pressure on fees, continuing education, and more and more things to worry about with compliance. Join us in this webinar to discuss not only why it is the best time to sell, but: Why now is the optimal time to sell Current values and industry rules of thumb Effective strategies to sell your business What to expect when you sell your business SRG’s predictions for the coming years If you are interested in learning more and would like more info on how SRG can advocate for you, please visit our Seller Advocacy page to learn how we can help you sell your practice by finding you the best price, best terms, and best fit.
5 Important Things to Do Before Selling Your Business
https://youtu.be/fsumEUuGbFA Ready to exit the financial industry? Your business is often your largest asset on your personal balance sheet. Eventually, you will need to leave the industry, as we all do, planned or unplanned. For advisors considering selling, slowing down and/or merging in the next five years, there are things to do before selling your practice that can ultimately improve your value, streamline the selling process, and ensure you find the best successor possible. We will cover the five most important things to do before selling your business and provide a helpful checklist for preparing your business for sale. This webinar will help you maximize value and plan for the future while limiting the stress!
Effective Strategies to Exit Your Business
https://youtu.be/8tFf9s7y54c How do you plan on exiting your business? Succession Planning can mean different things for you and for your peers. While it can be done internally within the team or sold externally to an industry peer, it requires a different timeline, planning, and strategy. Whether you plan to slow down and retire now or in the next 5-10 years, this session will discuss: The Levered Buy-In and Shared Growth Model (SRG’s award-winning solution), the two most effective strategies for internal succession The most popular exit strategy for external sale The four most common succession pitfalls every advisor should avoid Join us to learn more and start your succession plan now!
Succession: The One Thing
https://youtu.be/-Y-u7jbhQuY Practice valuations are at records levels driven by strong market conditions and significant buyer demand. It should be assumed that when an advisor wants to retire, they will get a great value, great payment terms, and have numerous successors to choose from. Yet most advisors get a fraction of what they are worth, and never fully evaluate their potential pool of successors. This 20-minute session will tackle THE ONE THING your broker-dealer and custodian(s) is doing that is inadvertently killing your value and how to avoid the issue! Fill out the form to register watch this webinar on demand.