To Pick the Right Merger Partner, Pick the Right Consultant

Chris Latham | Financial Advisor IQ, March 2015

Summary: Whether merging practices or acquiring rainmakers, advice firms typically need outside help to find each other and close the deals. Custodians, investment bankers and boutique matchmakers can all add value for advisors. But picking the right consultant is a challenge in itself, since the service is only as good as its network and market intelligence.

“If [advisors] had the time to apply to these endeavors, they probably could execute quite well. But because they’re so busy working in their business, they can’t really work on their business.”

Kathleen Asack, Principal, AmplifyRIA and RIA Match Concierge Consultant

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