2027 Advisor M&A Review
Start the Year with Data, Not Guesswork.

About This Session

What the Deal Data Says About 2027

Every year, SRG works on both sides of the table for advisors, CPAs, and insurance agents buying, selling, and merging practices. The Advisor M&A Review is where we share what that work tells us. You'll see what deals actually looked like in 2026, where the market is heading, and what it means for your practice before you make your next move.

This is not a recap of headlines. It's a data-driven look at valuations, deal terms, and buyer demand, presented by the team that structures and negotiates these transactions.

Who should attend: If you plan to sell in the next few years, you'll know what the market will pay and on what terms. If you're buying, you'll see what it takes to win the deal. If you're not planning either, you'll know what your practice is worth and what drives that number up.