Added on December 2022 in M&A Issues
0 visitor like this article | Viewed 461 times | 0 comment
Summary: Even if you have no plans to sell, taking these steps will mean you're running a better business.
Added on December 2022 in M&A Issues
0 visitor like this article | Viewed 481 times | 0 comment
Summary: With the market for mergers and acquisitions drying up, registered investment advisors seeking to sell their practice should spend time shining it up first, industry executives say.
0 visitor like this article | Viewed 628 times | 0 comment
Summary: My favorite thing about teaching amazing young students who are eager to learn is that every chance I have to share something, I get something in return. It’s truly a gift to me.To foster change, innovation and open-minded attitudes, consider the following.
Added on November 2022 in M&A Issues
0 visitor like this article | Viewed 300 times | 0 comment
Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.
Added on November 2022 in M&A Issues
0 visitor like this article | Viewed 453 times | 0 comment
Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,
