• Home
  • Services
    • VALUE »


      FA CMA Valuation
      FA Appraisal

      IMPROVE »


      Entity Support Services
      Employment Resources
      Equity Sharing

      PROTECT »


      Contingency Planning

      GROW »


      Turnkey Deal Support
      Deal Sourcing
      Advisor Merger Support
      Lending Support

      EXIT »


      Succession Blueprint
      Seller Advocacy

      CONSULTING SERVICES »


      FREE Second Look

      PARTNERSHIP PROGRAMS »

  • Listings
  • Press/Media
  • Learning Center
    • RESEARCH/E-BOOK/CHECKLIST »

      Checklist Mockup

      Get Your Copy Now

      WEBINARS ON DEMAND »

      2020 Advisor Mergers and Acquisitions Review

      2020 Advisor Mergers and Acquisitions Review

      Best Time to Sell Your Business

      Best Time to Sell Your Business

      2019 Advisor Mergers and Acquisitions Review

      2019 Advisor Mergers and Acquisitions Review

      Advisor to CEO – Best Practices for Your Growing Enterprise

      Advisor to CEO – Best Practices for Your Growing Enterprise

      5 Mistakes to Avoid During an Acquisition

      5 Mistakes to Avoid During an Acquisition

      5 Land Mines that Could Blow Up the Value of Your Practice

      5 Land Mines that Could Blow Up the Value of Your Practice

  • Blog
    • 6 Major Cost Considerations to Sell Your Business

      6 Major Cost Considerations to Sell Your Business

      Mergers and Acquisitions 101: M&A for Financial Advisors

      Mergers and Acquisitions 101: M&A for Financial Advisors

      Five Myths in Succession Planning

      Five Myths in Succession Planning

      Should I Stay or Should I Go?

      Should I Stay or Should I Go?

      2020 Advisor M&A Takeaways Infographic

      2020 Advisor M&A Takeaways Infographic

      Intrapreneur or Competitor?

      Intrapreneur or Competitor?

  • Events
  • About Us
    • Client Testimonials
    • Contact Us
    • The Team
      • David Grau Jr., MBA
      • Kristen Grau, CPA, CVA
      • Josh Clifford, CVA
      • Nicole Frey, CFP
      • Nicole Sinclair
      • Katelynn Clements, JD
      • Marc Stein, AIF
      • Kuo-Hsuan “David” Pan
      • Anden Leesley
      • Cliff Weiler
      • Robin Tippie

2014 Financial Advisor Merger & Acquisition Annual Review

February 18, 2015 David Grau Jr. No Comments

Posted in : M&A Review, Webinar — Tagged : Acquisition, advisor, Building a valuable practice, David Grau, David Grau Jr, Succession, Succession Resource Group, valuation

Related Posts

5 Tips for Building Value in Your Business

5 Tips for Building Value in Your Business

Selling a Financial Services Practice

Selling a Financial Services Practice

Financial Advisor’s 2015 Mergers & Acquisitions Mid-Year Review

2015 Financial Advisor Merger & Acquisition Annual Review

Want to Receive Updates?

Recent News

  • California Fee-Based Practice For Sale California Fee-Based Practice For Sale 03.24.2021 — No Comments
  • New RIA Seller in Massachusetts New RIA Seller in Massachusetts 02.04.2021 — No Comments
  • New RIA Seller in Maryland New RIA Seller in Maryland 01.22.2021 — No Comments

Our Office

Phone: (503) 427-9910
Fax: (503) 218-8565
Email: [email protected]

Address:
12570 SW 69th Ave
Portland, OR 97223

Business Hours
Mon. – Fri.: 8 a.m. – 5 p.m. (PT)



© Copyright 2012-2019 Succession Resource Group, Inc.

Succession Resource Group, Inc. is not affiliated with or endorsed by FP Transitions, LLC or Succession Link, LLC

Terms and Conditions

 

SRG Annual M&A Update: 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.

Fill out the form below to start watching!












Effective Strategies to Exit 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!






Contact Us



Contract Package

Contingency Plan

FA CMA Valuation