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ENGAGE 2020


PFP2013 - Secrets of Succession – Effective Exit Planning M&A Strategies


Jun 8, 2020 3:00pm ‐ Jun 8, 2020 4:15pm

Description

Succession planning, mergers, and acquisitions continue to occur more and more frequently over the last decade. With industry demographics, movement in the equity markets, pressure on fees, and heightened compliance, it is realistic to expect an increase in buying/selling activity. Yet, most owners don’t understand what succession planning can do for their business, how it can help them grow long-term, retain & attract the best talent, or what the most effective strategies are that no one is talking about. This session focuses on the “why” and “how” of succession planning based on current deal data and shares the most compelling M&A data, valuation best practices, equity sharing strategies, financing, and tax considerations for selling a financial services business.

Learning Objectives:
  • Understand why succession doesn't mean selling
  • How to get the most value for your business

Speaker(s):

  • David Grau, MBA, President, Succession Resource Group
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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