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RIAs acquiring firms at record pace

Added on October 2019 in M&A Issues
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Summary: Most business owners look to grow their companies on a continual basis. The idea of creating economies of scale as a way to increase profits is a common business strategy. And perhaps no part of the financial advice industry has taken that belief to heart as much as registered investment advisers.

What Younger Advisors Need to Know to Succeed in the Acquisitions Market

Added on October 2019 in M&A Issues
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SummaryWith news of major deals across the financial advice industry filling headlines on a weekly basis and a more robust range of financing options emerging to facilitate practice acquisitions, successful younger advisors have become increasingly focused on purchasing other practices as a path to further growth. 

Advisor Looking for Collaborative Partner to Join Firm (Profile 318563)

Added on September 2019 in M&A Issues
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Summary: I am looking for a good-natured RIA. I have been in the business for a good while. I think I make for a good partner with no hassles. We need to be able to share our ideas and advice. If you are looking to join an established firm, with a friendly environment. Get in touch with me. ​

RIAs, M&A and Why Brand Value Matters

Added on September 2019 in M&A Issues
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Summary: This shouldn’t take us by surprise: Deloitte’s survey early in the year found that 76% of U.S. M&A executives and 87% of M&A leaders at private equity firms expected the number of deals to increase in 2019. I’d call that a pretty solid consensus.

Don't just sell to the highest bidder

Added on September 2019 in M&A Issues
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Summary: Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs.

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