FILL OUT THE FORM
Unlock the real playbook of advisor firm M&A. This exclusive, behind-the-scenes event will take you deep into the merger process, from valuation to transition, to culture, and everything in between.
Sign up soon, as this event will reach capacity!
Complimentary: Hotel, meals, and event participation included.*
Dates: Monday, April 7 (begins at 3 p.m. ET) to Tuesday, April 8 (end at 12 p.m. ET)
Location: SEI Headquarters (1 Freedom Valley Drive, Oaks, PA 19456)
Travel: SEI is located 34 miles northwest of the Philadelphia airport.
RSVP by Monday, March 24, 2025
Why Attend?
- Hear firsthand insights from advisors who have successfully navigated M&A.
- Gain real-world strategies for maximizing value in both “Merge & Grow” and “Merge & Exit” scenarios.
- Learn the full process—from valuation to post-merger transition.
- Understand the critical factors of culture, fit, and client-first decision-making.
- Network with top industry leaders from Merit Financial Advisors, SEI, and other firm owners.
Whether you're actively considering a merger or just exploring your options, this summit will give you the knowledge to make the right decision for your firm’s future.
What’s Covered?
- The Three Big Drivers – Growth, De-risking & Exit Strategies
- Advisor Success Stories – Firsthand accounts of recent transitions
- Decoding M&A Jargon – EBITDA, Multiples, Equity Turns & More
- Working Session: Valuation & P&L Analysis – Compare equity growth in your firm vs. merging with a larger entity
- Industry Trends & M&A Outlook – Panel discussion on the current landscape
*Airfare Travel not included.
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