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6 Questions to Ask Yourself Before You Sell Your Advisory Firm

Added on June 2022 in M&A Issues
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SummaryThere are two things that are usually true about transitions: They are not easy, and they never go off without a hitch. And like a round of golf, you need to be ready to scramble, since things often don’t go the way you planned. Selling your advisory practice is one of the biggest transitions you may ever make in your career — but for me, it was also one of the best decisions of my life. 

M&A Players Call the Top for RIA Valuations

Added on April 2022 in M&A Issues
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Summary: Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.

 

RIA Valuation Growth in M&A Deals Slows; Buyers Picky

Added on April 2022 in M&A Issues
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Summary: Registered investment advisor firms that want to sell are going to have to work harder to make themselves stand out, according to a recent report.

 

Feeling the Urge to Sell Your RIA? Consider These 3 Factors First.

Added on March 2022 in M&A Issues
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Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations. 

Here's what private equity funds see in RIAs

Added on March 2022 in M&A Issues
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Summary: RIAs today might see private equity as a bottomless reservoir of cash, but PE funds weren’t always so eager to dish money out to fiduciary wealth managers.

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