Added on December 2017 in M&A Issues
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Summary: Financial advisors’ value will grow in 2018, on the strength of new technology tools, M&A deals and a sense of relief around the fiduciary rule.
Added on December 2017 in M&A Issues
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Summary: MIAMI BEACH, Fla. - Exactly how RIAs are valued is a matter of long-standing debate, and the topic is more relevant than ever in the midst of a red-hot market. According to Vic Esclamado, managing director at DeVoe & Company there are three drivers of value RIAs can't afford to ignore: growth, cash flow and risk.
Added on December 2017 in M&A Issues
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Summary: Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest
Added on November 2017 in M&A Issues
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Summary: For growing advisory firms, acquisitions are increasingly seen as a viable path forward; for advisors looking to exit the business, selling is seen as an easy way to monetize the business at the end of a career.
Added on November 2017 in M&A Issues
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Summary: CHICAGO - Two advisory firms can have nearly identical revenue and assets under management. Yet if one structures its business in specific, strategic ways, it can command more than twice the valuation of a lifestyle-oriented practice — even if the other firm is larger.
