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M&A Outlook - Valuation Trends & Succession Options

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Includes a Live Event on 08/11/2021 at 12:00 PM (MDT)

In this presentation participants will learn about what is fueling the M&A market for financial advisors and why our industry is so attractive for outside investors. Participants will learn what factors contribute to a firm's valuation and how to manage their business for a favorable valuation. Participants will also learn about what KPIs to focus on when considering monetizing their practice and how valuations are completed using different methodologies. Participants will also learn about different types of buyers' models and be able to more accurately assess which succession path may be an option for them moving forward.

  • Participants will be able to articulate the difference between and aggregator and integrator business model and how that affects and acquisition
  • Participants will be able to describe what drives valuations and which KPIs to improve on when looking to sell your practice
  • Participants will be able to more accurately describe why the market is so hot for financial advisor M&A

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M&A Outlook - Valuation Trends & Succession Options
08/11/2021 at 12:00 PM (MDT)   |  60 minutes
08/11/2021 at 12:00 PM (MDT)   |  60 minutes In this presentation participants will learn about what is fueling the M&A market for financial advisors and why our industry is so attractive for outside investors. Participants will learn what factors contribute to a firm's valuation and how to manage their business for a favorable valuation. Participants will also learn about what KPIs to focus on when considering monetizing their practice and how valuations are completed using different methodologies. Participants will also learn about different types of buyers' models and be able to more accurately assess which succession path may be an option for them moving forward.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available