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2022 Advisor M&A Review
RIA M&A activity accelerated at a sizzling pace in 2021 with a variety of noteworthy changes and shifts in the market — including changes to how deals are being structured, new lenders and changes with advisor financing, new equity sharing strategies for growing teams, and much more.

This session will look back at the industry in 2021, share the most noteworthy changes and trends impacting advisors' equity and business, and as well as provide projections for 2022 and beyond.

Three of SRG's executives will provide commentary and perspective, and share their observations and recommendations. There will also be a guest appearance of an industry lender to share their perspective, as well as a live Q&A portion designed to get your questions answered.

Whether you are interested in building greater enterprise value, buying or selling today or in the future, the information in this presentation will be invaluable.

Jan 26, 2022 01:00 PM in Pacific Time (US and Canada)

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Speakers

David Grau Jr., MBA
President & Founder @Succession Resource Group
Kristen Grau, CPA, CVA
Executive Vice President @Succession Resource Group
Nicole Frey, CFP®
Project Manager @Succession Resource Group
Josh Clifford, CVA
Valuation Director @Succession Resource Group