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ENGAGE 2020


PFP2007 - PFP2007. Exit Planning M&A Strategies for Today and Beyond


Jul 20, 2020 2:30pm ‐ Jul 20, 2020 3:20pm

Description

The volume of RIAs bought and sold has significantly picked up pace over the last decade, and based on current industry trends, the next decade should see a record number of deals. But, short term, the market has been impacted by the current COVID-19 pandemic – yet deals continue to get done and a significant increase in deal volume is expected once a market rebound occurs. This session will share the most current M&A trends for the first half of 2020, how business valuations and deal structures have been impacted, as well as strategies for increasing the value of your advisory business, equity sharing strategies, financing options, and tax considerations for buying and selling a financial services business.

Learning Objectives:
  • Learn about short-term impact of COVID-19 on practice valuations
  • Understand the most current strategies for buy & selling practices
  • How to get the most value for your business long-term

Speaker(s):

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