2021 Mid-Year Market Update
Aired July 13, 2021
Brad Bueermann, CEO / Principal
James Fisher, M&A Director

Over the past few years, our extensive valuation and transaction databases show that advisory businesses can be successful in acquiring at higher levels than they think. We’ve seen a number of local advisory businesses acquire to expand their reach regionally and likewise, regional firms grow to gain a national presence. However, most buyers tend to keep their sights limited to businesses at their same level, not realizing that if they work to improve a few key areas they could reach higher.

View this presentation to learn more about how you can enhance your business foundations to re-orient your acquisition strategy for greater success. In this mid-year update on the state of the marketplace, we also explore:

  • Transaction data and trends from the last couple of quarters;
  • How recent data compares to what we saw in 2020;
  • Predictions about market activity over the next year; and
  • Potential upcoming regulatory changes and how they could affect your plans.

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