Added on October 2019 in M&A Issues
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Summary: With news of major deals across the financial advice industry filling headlines on a weekly basis and a more robust range of financing options emerging to facilitate practice acquisitions, successful younger advisors have become increasingly focused on purchasing other practices as a path to further growth.
Added on September 2019 in M&A Issues
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Summary: I am looking for a good-natured RIA. I have been in the business for a good while. I think I make for a good partner with no hassles. We need to be able to share our ideas and advice. If you are looking to join an established firm, with a friendly environment. Get in touch with me.
Added on September 2019 in M&A Issues
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Summary: This shouldn’t take us by surprise: Deloitte’s survey early in the year found that 76% of U.S. M&A executives and 87% of M&A leaders at private equity firms expected the number of deals to increase in 2019. I’d call that a pretty solid consensus.
Added on September 2019 in M&A Issues
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Summary: Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs.
Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.
