The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale cultural changes has forced many advisors to [...]
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of a volatile market [...]
Selling a financial advisory practice is a once in a lifetime event, one that can have a tremendous impact on an advisor’s life and family. Yet too many advisors [...]
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience. Many also wait until they [...]
As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked before about the myths around practice [...]
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their clients in the equation. Finding [...]
2020 broke many records for advisor M&A. As the pandemic continued to force rapid change and create uncertainty, M&A remained steady and strong throughout 2021. There were many positive [...]
Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of being an owner [...]
Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their foot off [...]
In this white paper, we outline the ten most important steps you need to take to prepare yourself and your business for growth and success through acquisition.
Learn how one practice used a valuation as a tool to help drive up practice value, inform strategy, motivate and engage staff, and improve practice finances.
In this case study, we speak with two advisors who scaled back their practices through strategic client group sales and achieved better work-life balance.
In this white paper, we speak to industry lenders to learn about what options are available and what advisors need to know to prepare for the loan process.
