Added on November 2015 in M&A Issues
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Summary: Thinking of selling an RIA firm? Make sure it's tech-savvy and up to speed on social media, digital platforms and automated investment advice.
Added on November 2015 in M&A Issues
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Summary: Download a Pershing whitepaper on RIA-related mergers and acquisitions (M&A) activity is heating up again. In a turnabout from years past, RIA owners are spearheading the resurgence
Added on November 2015 in M&A Issues
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Summary: The push by more owners to tackle succession planning, along with an aging workforce — not to mention six-plus years of rising financial markets — is driving a surge in mergers and acquisitions in the financial-advice industry.
Added on November 2015 in M&A Issues
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Summary: Do you wish to strike a deal for your firm? What sort of deal is best for you? Do you know your firm's value? Some people still believe that firm valuation centers on gross revenues. I recently participated in the annual Deals and Deal Makers Summit, hosted by Echelon Partners, where I learned that such a simplistic formula ignores market and economic reality. Advisory firms today have access to multiple ways of achieving liquidity, buying a stake in the business and obtaining financing for growth.
Added on October 2015 in M&A Issues
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Summary: Inorganic growth is becoming an increasingly fundamental business strategy for many registered investment advisory firms, to the point where many established advisor practices are now becoming experienced buyers engaging in multiple deals.
