Originally released on July 17, 2024, Succession Resource Group’s semi-annual Advisor M&A Update provides guidance to thousands of financial advisors preparing to grow, transition and sell their advisory firms. This report’s findings are based upon 45 deals completed from January through June of 2024, shining a spotlight on the greatest opportunities, challenges, and trends facing the wealth management industry today.

Download our digestible infographic to learn about the current valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more.