2026 Advisor M&A Review

Seats are almost full for our 10th-Annual Advisor M&A Review, our most-watched session every year.

Get the latest valuation multiples, deal trends, financing changes, and real market data advisors rely on to plan for the year ahead.

You’ll learn:

The current M&A landscape
How multiples are moving
What’s shifting in deal terms
Updates on financing options
What buyers want in 2026

Powered by the industry’s most comprehensive dataset of completed transactions, this session delivers highly accurate, deal-backed benchmark data. It goes far beyond self-reported surveys. Whether you are preparing to build value, buy, sell, or accelerate growth, this will be the most actionable hour of your 2026 planning.

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2026 Advisor M&A Review

See What’s Really Happening in Advisor M&A Before Anyone Else.

Only 5% of seats left, join us Thursday, January 22, 2026, 1:00 PM PT / 3:00 PM CT / 4:00 PM ET, for SRG’s Advisor M&A Review — featuring exclusive data available only in this webinar.

Presenters

Founder/CEO

Succession Resource Group

Parker Finot

Director of Transaction Advisory Services

Succession Resource Group