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WEBINAR: 5 Reasons to Consider Selling Your Practice

Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.

5 Reasons to Consider Selling Your Practice

Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.

M&A Activity for RIAs Surges in Q1, Poised for Boffo Year

Added on April 2018 in M&A Issues
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Summary: M&A activity in the RIA space surged in the first quarter, with the number of deals climbing 12% from a year ago and the average deal size reaching $1.04 billion, according to Echelon Partners’ Q1 RIA M&A Deal Report.

5 Reasons to Consider Selling Your Practice Now

Added on April 2018 in M&A Issues
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Summary: [Webinar] Deciding whether and when to sell is a painfully poignant and often existential decision for many RIA principals.
 

Webinar: 5 Reasons to Consider Selling Your Practice Now

Added on April 2018 in M&A Issues
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Summary: 5 Reasons to Consider Selling Your Practice Now
Join us for a webinar on April 19, 2018 at 1:00 PM EDT

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