Advisor M&A Trends for End of 2022 and Beginning of 2023

Advisor M&A Trends for End of 2022 and Beginning of 2023
M&A activity has exploded in the financial advisor industry over the last five years. Access to capital, the entry of new buyers both within the industry and from outside private equity firms, and enterprise-oriented practices have all contributed to this upward trend. To find out what advisors can expect for the end of 2022 and the coming year, we reached out to Ryan Grau, VP of Business Valuation Services and Partner at FP Transitions.
According to Grau, 2022 is predicted to close as another record-breaking year for M&A activity despite turmoil in economic markets. This includes mergers, internal purchases, and external acquisitions. “With the uncertainty around interest rates, markets and the political environment it is difficult to predict what the M&A market will look like in 2023,” notes Grau. He goes on to explain that much of the industry is comprised of “lifestyle practices” that are largely
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