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.
Added on September 2018 in M&A Issues
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Summary: Aggregators, traditional private equity firms, minority-interest private equity firms, family offices and various lenders are all in on the act. There are huge differences between them, however, and navigating the options is like running across a minefield. The wrong deal may blow you team to smithereens. The right partner, on the other hand, can help you address succession and liquidity needs and grow your business to the next level.
