Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
Buyers Preparedness eBook
Added on September 2020 in Blog
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Both Qualitative and Quantitative Components are Crucial for Success
A well-organized buyerwith clarity of purpose will be able to efficiently vet buyers and select a finalist to hand off the baton of their life’s work.
Get your copy of the Buyers Preparedness eBook, a comprehensive guide to succinctly promote your firm and target the best suited sellers, by identifying your key differentiators and succinctly promoting your core attributes and value proposition.
Email us at support@riamatch.com to get you free copy today.
Voices 4 reasons advisors are moving now
Added on August 2020 in M&A Issues
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Summary: Advisor movement is spiking. There are a number of factors driving this trend. Here’s a short list.
9 Reasons to Call Your Client Right Now
Added on August 2020 in Thought Leadership
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Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.
COVID-19 emphasizes importance of succession plans
Added on August 2020 in Plan for the Future
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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.
RIA M&A: Cash Deal Now or Opportunity Later?
Added on July 2020 in M&A Issues
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Summary: After the year we’ve had so far, not many of us would say no to some more stability in our lives. That counts double for the RIA industry. A graying workforce weighs its options for exit plans, and the pressure to compete makes inorganic growth an attractive prospect. After spending hours combing through the terms of dozens of M&A transactions for our annual RIA Deal Room Report, I realized buyers and sellers last year showed a greater hunger than ever for the perceived safety of cash deals.
