2016 Advisor Merger & Acquisition Annual Review

2016 Advisor Merger & Acquisition Annual Review

Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In this annual review, we will look back at the mergers and acquisitions in the financial services industry in 2016 to provide you with the most current and interesting information affecting their practice’s value.

Our three panelists, David Grau Jr., Erik Pahlow and Kristen Grau, will review key observations of the market for buying and selling securities and advisory businesses, valuation/succession trends, and share projections for the coming year, and much more. This presentation will provide answers to the industry’s most frequently asked questions, including:

  • Updated valuation multiples
  • How deals are being structured and taxed
  • New succession strategies and trends
  • DOL’s impact on M&A
  • New lending/financing options and industry impact
  • SRG’s 2017 projections

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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