Live Webinar
Best Practices
Crystal Ball of M&A 2027: What’s Next and Are You Ready?
Tuesday, October 27, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
After a record-setting year of M&A activity, the wealth management industry is entering a new chapter. For firms looking to grow, acquire, or prepare for a future sale, now is the time to think about what comes next.
Join Wealthbox and Hue Partners for a forward-looking conversation on the forces shaping the 2027 M&A landscape and what firms can do today to prepare. We’ll explore the factors that contribute to long-term value, including growth, leadership, succession planning, culture, and operational readiness.
Join Wealthbox and Hue Partners for a forward-looking conversation on the forces shaping the 2027 M&A landscape and what firms can do today to prepare. We’ll explore the factors that contribute to long-term value, including growth, leadership, succession planning, culture, and operational readiness.
WHAT WE'LL COVER
- 1 Exploring the forces shaping the M&A landscape heading into 2027
- 2 Understanding what makes a firm attractive to potential buyers or acquisition partners
- 3 Examining the role of growth, leadership, succession, and culture in creating long-term value
- 4 Identifying ways to strengthen your firm whether you plan to buy, sell, or remain independent
- 5 Learning how to become more acquisition-ready while keeping your future options open
SPEAKERS
Ryan Halls
Co-Founder
Hue Partners
Emily Blue
Co-Founder
Hue Partners
Chris Kopanski
Head of Customer Education
Wealthbox