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.
Added on September 2019 in M&A Issues
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'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 5,100 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today!
Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.
Added on August 2019 in M&A Issues
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Summary: We have grown steadily through organic growth, but are looking to accelerate our growth by adding additional advisors, purchasing a book of business or expansion into existing or new markets through acquisition of entire firms. Our firm has a very service and value added focus and we use individual stocks and bonds to work with each client to meet their specific needs. Always a fiduciary.
Added on August 2019 in M&A Issues
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Summary: Self-motivated, success-driven and passionate about the Fiduciary Duty and the financial planning industry. Honesty, transparency and integrity are paramount. CFP® practitioner, experienced and versatile.
