2024 Mid-Year Advisor M&A Highlights
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. DOWNLOAD NOW
2024 Advisor M&A Highlights
Originally released in February 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. Download our infographic to learn about the 2024 valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more. DOWNLOAD NOW
Advisor M&A Highlight – 2023 Mid-Year Update
Whether you are contemplating buying or selling an advisory business, or simply wanting to stay current on industry developments, this Mid-Year Advisor M&A infographic contains our most interesting findings in the financial services industry. From January to June of 2023, here are the immediate trends you don’t want to miss: Valuation multiples continue to rise despite the rate environment. Practice multiples continue to see greater diversity as the M&A market evolves, with sellers preparing their practice further in advance. Down payment percentages continue to increase even in the midst of a possible economic recession. Average recurring multiples stay strong across the United States. Succession planning is starting earlier but not early enough. To learn more about our discoveries and data in detail (including what to expect in the second half of 2023 and beyond), fill out the form to download the infographic! DOWNLOAD NOW
2023 Advisor M&A and Equity Highlights
In 2022, we saw challenging employment conditions and financial markets. However, merger and acquisition activities in the finance industry remain strong! In today’s economic environment, the looming instability continues to bring many M&A aspects into question for both growing and selling advisors. If you’re contemplating buying or selling a financial practice, or are looking to stay current on industry developments, this infographic will highlight the most interesting industry trends and data from 2022. Download our digestible infographic to learn about the current valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more. DOWNLOAD NOW
6 Reasons Now Is the Best Time to Sell
Timing for selling your practice is of the essence. Most advisors are aware of the demand for finding and purchasing practices and that it is a seller’s market. No one is sure how long these conditions will last, making it difficult to know when the right time to start a transition is. If you have considered selling your practice, or selling and then being retained post sale, consider doing something now to avoid unexpected industry changes that could dramatically impact the value of what you’ve built, especially with the recent speculation of a looming financial crisis. Here are six (6) reasons why now may be the best time to sell. DOWNLOAD NOW
10 Reasons to Value Your Practice
Is Business Valuation worth the hassel? Over the next 10 years, 4.5 million businesses with over $10 trillion in value will need to transition to new hands. A major source of this shift is the retirement of baby boomers – 10,000 of whom turn 65 every single day. Whether you are exiting or buying an advisory business, download the infographic to see the 10 reason why you should value your business annually. DOWNLOAD NOW
