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.
Understand why succession doesn't mean selling
How to get the most value for your business
Succession Resource Group