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: In today’s M&A rich environment, every advisory firm and financial advisor wants to get in on the action. Unfortunately, though, most would-be buyers and sellers come up empty. Why? Because of unreasonable expectations.
