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The Top 10 RIA Deals of 2015

Added on December 2015 in M&A Issues
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Summary: RIA firms and consolidators—defined as an organization whose business model is predicated on making RIA acquisitions—have dominated M&A over the last couple years. But lately private equity firms and banks are again buying RIA firms.

The Path to Closing an M&A Deal

Added on December 2015 in M&A Issues
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Summary: In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations.

The 7 Best M&A Tips Heard at MarketCounsel Summit

Added on December 2015 in M&A Issues
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Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.

Grab Your Wallet: RIA Buyers And Sellers Gear Up for Busy 2016

Added on December 2015 in M&A Issues
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Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.

RIA deal mania and why you should care

Added on December 2015 in M&A Issues
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Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed

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