Added on June 2014 in M&A Issues
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Summary: How much is your firm worth? For advisory firms considering a merger or acquisition, the answer to that question plays a large role in how advisers plan for the future of their businesses. One element that's often overlooked during M&A negotiations is how the technology you use in your firm affects its overall value.
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Summary: Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn.
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Summary: We take our fiduciary responsibilities seriously, advising and planning in an effort to ensure that each of our clients will be well cared for financially. Yet when it comes to planning for our own legacy, far too many of us fail to conduct adequate planning around what is likely our single most valuable asset: our business.
Added on June 2014 in M&A Issues
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Summary: Planning industry elder statesman Harold Evensky and his team at Evensky & Katz have merged with a firm founded by a former client and employee to form a firm with $1.9 billion in assets under management.
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Summary: When successful business owners reach a certain age, it becomes imperative that they address the issue of succession planning. Many of them may have been dodging this particular conversation for years, yet they often come to their advisors with seemingly ironclad convictions about how they’d like the succession to play out.
