This session will provide an overview of the current landscape for advisor M&A activity and its effects on exit planning and succession strategies among fee-only RIAs. Aimed toward both founding owners and next generation advisors, we will discuss key considerations in enterprise value, deal structure, continuity, and exit planning. Attendees will learn how their peers in the industry are growing, protecting, and ultimately realizing the value in their practices.
Marcus Hagood
Marcus Hagood is an oenophile who holds Series 7, 63, and 66 securities licenses, with a degree in international economics, which makes him a really smart wine connoisseur.
With 15 years of industry experience in multiple roles at TD Ameritrade and Securities America, Hagood’s varied experience has included everything from recruiting financial professionals to working to develop the first ever online brokerage window in a 401(k) plan. Through it all, his focus has been to assist investment professionals in achieving their goals through identifying and implementing best practices in business development, practice management, succession planning, and technology integration.
Hagood’s passion is creating new products and services. At FP Transitions, he is responsible for the support and evolution of FP Transitions’ popular Equity Management System® (EMS), helping thousands of advisors learn how to manage the equity of their practices and businesses.