Added on May 2026 in M&A Issues
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Summary: Of the hundreds of advisor transitions I've seen play out over four decades, the ones that win are almost never the highest bidders; they're the ones that the seller already trusted.
Added on April 2026 in M&A Issues
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Summary: Registered investment advisor buyers and consultants gave slow-growth firms looking to sell hope of landing strong valuations during panels at RIA Edge Nashville this week.
Added on April 2026 in M&A Issues
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Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
Added on April 2026 in M&A Issues
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Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
Added on March 2026 in M&A Issues
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Summary: Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career paths, ownership, and scale.
