• How It Works
  • Pricing
  • FAQ
  • Log In
  • Blog
  • Join an RIA
  • Form an RIA
  • Manage Your Practice
  • Plan for the Future
  • M&A Issues
  • Thought Leadership
  • Book Reviews
Home > 
Knowledge and Insight > M&A Issues
  • Like this Article
  • Save to Library
  • Print
  • 0
  • 5009
  • 0

Book Review: The Financial Advisor M&A Guidebook

Matt Sonnen | PFI Advisors, May 2019
Read the article online >

Summary: PFI Advisors has written a lot around the operational side of M&A, and how important it is for firms to think through not only deal structure and valuation, but the planning process around integrating the two firms into one cohesive company once the deal closes.  As Chris Voss, former FBI hostage negotiator states in his amazing book on negotiation, “Never Split the Difference,” “Yes” is nothing without “How.”

< Previous Article
Ask Yourself These 3 Questions When Evaluating Competing Offers to Buy Your Practice
Next Article >
Michael Kitces' #FASuccess Podcast: Sabrina Lowell on What Happens When Your Advisory Firm Is Sold
Be the first to comment on this Article
Blog Update Signup Banner
Want to buy an RIA practice?

RELATED ITEMS

The 5 Best Ways to Successfully Buy a Book of Business
Added on May 2026 in M&A Issues
RIA Buyers Say Slow Growers Must Prove Deal Will Boost Production
Added on April 2026 in M&A Issues
RIA Sellers Seek to Mitigate Market Impact on Payout Potential
Added on April 2026 in M&A Issues
RIA Sellers Seek to Mitigate Market Impact on Payout Potential
Added on April 2026 in M&A Issues
Consolidators fuel RIA recruiting boom
Added on March 2026 in M&A Issues

In the RIA Match store

Investment Advisor's Guide to Finance
Investment Advisor's Guide to Finance
Price: $0.00
Positioning Your Firm for a Sale
Positioning Your Firm for a Sale
Price: $0.00
Hiring & Retaining Top Talent for Growth
Hiring & Retaining Top Talent for Growth
Price: $0.00
Knowledge and Insight
  • Blog
  • Join an RIA
  • Form an RIA
  • Manage Your Practice
  • Plan for the Future
  • M&A Issues
  • Thought Leadership
  • Book Reviews
The RIA Match Service
  • How It Works
  • Plans and Pricing
  • FAQ
  • Get Started Today
About RIA Match
  • Who We Are
  • Press/Recent News
RIA Match Store
  • Catalog
  • Shopping Cart
  • My Account
  • Order Tracking
  • Store Support
Support
  • Help Topics
  • Webinars
  • Glossary
  • Contact Us
RIA Match
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
  • GooglePlus
  • RSS

Legal Notices & Disclaimers · Privacy Policy · Problems with this website?
Copyright ©2026 RIA Match
Powered by PLANet w3 CMS ©2026 PLANet Systems Group

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?