Summary: The 2016 InvestmentNews Financial Performance Study of Advisory Firms – the advice industry’s only independently run benchmarking study– has now been fielded annually for over 20 years. Originally conceived by Mark Tibergian and for a long time published by Moss Adams LLP, the benchmarking study series has been owned and produced by InvestmentNews since 2009. This year’s report saw responses from nearly 250 independent advisory firms, who submitted in-depth data on the intricacies of their businesses.
 More firms than ever see M&A as a future key to their firms’ growth or succession strategy. The only problem? There aren’t many sellers out there. In this year’s study, more than ever before, we tapped into the appetite and trends for merger activity amongst advisories, detailing their internal partner equity dealings, their funding sources, and their valuation methods."The 2016 InvestmentNews Financial Performance Study of Advisory Firm |
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