Added on November 2018 in M&A Issues
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Summary: I'm a 63-year-old CFP® adviser with my own independent RIA in the Mpls west metro, seeking an adviser to join my one-person firm for possible succession. I specialize in ESG/SRI and investment/financial/retirement planning for women. You must share those interests. If you want fair treatment and comp, no bs, freedom to do the right thing, and an opportunity to take over my firm, let's talk.
Added on November 2018 in M&A Issues
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Summary: As interest among independent financial advisors in growing through acquisitions continues to grow, one question that has increasingly been asked is, “Can I afford to take out a loan to purchase another independent wealth management practice?”
Added on November 2018 in M&A Issues
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Summary: When it comes to selling a practice, there are a few general factors that nearly every advisor realizes will go a long way toward shaping a fair valuation. One is revenue. A practice that both has strong, growing revenues and keeps expenses in check while investing in the business is typically an attractive acquisition target.
Added on November 2018 in M&A Issues
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Summary: Early Solo Practitioner, Richmond, VA Area
Added on November 2018 in M&A Issues
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Summary: Registered investment advisor Mercer Advisors Inc. has announced the acquisition of boutique wealth management firm Beacon Wealth Management.
