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Can Peter Raimondi replicate his dealmaking success?

Added on May 2019 in M&A Issues
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Summary: Veteran RIA dealmaker Peter Raimondi is getting serious traction, completing his fourth acquisition in just over a year to bring the AUM of Dakota Wealth Management to close to $1 billion.

Michael Kitces' #FASuccess Podcast: Sabrina Lowell on What Happens When Your Advisory Firm Is Sold

Added on May 2019 in M&A Issues
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Summary: My guest on today’s podcast is Sabrina Lowell. Sabrina is an advisor and principal with Private Ocean, an independent RIA in the San Francisco area that oversees $2.2 billion of assets under management for nearly 1,000 affluent clients.

Book Review: The Financial Advisor M&A Guidebook

Added on May 2019 in M&A Issues
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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.”

Ask Yourself These 3 Questions When Evaluating Competing Offers to Buy Your Practice

Added on May 2019 in M&A Issues
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SummaryChoice can be a wonderful thing, but when a financial advisor is confronted with competing offers for his or her practice the decision is often fraught with complicated challenges. It can feel as though your professional legacy and financial well-being hangs in the balance.

Innovation will set apart the acquirer from the acquiree: Q&A with In|Vest speaker, Silver Lane Advisors' Liz Nesvold

Added on May 2019 in M&A Issues
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Summary: It’s a difficult question because honestly there are advisors today who aren’t taking advantage of the tools that are available to scale their businesses. Far too many advisors haven’t reinvested in technology and continue to rely on legacy systems. The RIA community started to evolve in the ‘70s and ‘80s, so it’s an aging community. And the older advisors are less comfortable embracing the latest and greatest.
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