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PFP2007
PFP2007. Exit Planning M&A Strategies for Today and Beyond
Date
July 20, 2020
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of ENGAGE 2020)
This includes sessions from ENGAGE 2020:
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
David P. Grau Jr, MBA
President, Succession Resource Group
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