Webinar

Best Time to Sell Your Business

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 […]

2019 Advisor M&A Review

Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In our 5th annual 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, […]

5 Mistakes to Avoid During an Acquisition

You’ve got a deal with another advisor but now what? Erik Pahlow, Executive Vice President of SRG, will cover the steps from identifying your successor or seller, to closing the deal, and everything in between. He will also share the five biggest mistakes made in purchase agreements by advisors. Join us so you are prepared […]

2018 Advisor M&A Review

Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In our 4th annual review, we will look back at the mergers and acquisitions in the financial services industry in 2017 to provide you with the most current and interesting information affecting their practice’s value. Our two panelists, […]

Benchmark Your Way to a More Valuable Practice

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 […]

3 Reasons Every Advisor Should Have an Entity

As an advisor and small business owner, you should use a formal equity structure, such as an LLC or corporation. This is a normal step for most independent RIAs, but is slightly more complicated for independent registered reps since you are personally licensed and compensated. In addition, the recent advisor IRS tax court case even […]

3 Mistakes to Avoid with Your Succession Plan

Succession plans are as unique as the business and owners they are developed for. Knowing this, long time succession advisor to advisors, David Grau Jr. will provide you with the 3 most common succession planning mistakes made by financial advisors and the remedy for each. Join the webinar to learn the most frequently asked questions […]