2019 Advisor Mergers and Acquisitions Review
Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In our 2019 Advisor Mergers and Acquisitions Review, we will look back at the mergers and acquisitions in the financial services industry in 2018 to provide you with the most current and interesting information affecting your practice’s value.
Our two panelists, David Grau Jr. and Erik Pahlow, 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 2018 valuation multiples
- How deals are being structured and taxed
- New succession strategies and trends
- Update on lending/financing options and industry impact
- SRG’s 2019 projections