Added on July 2015 in M&A Issues
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Summary: The combination of two firms, regardless of their respective sizes at the time of partnership, is a critical action in your firm’s life cycle. And to forge a successful union, you must consider many variables.
Added on July 2015 in M&A Issues
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Summary: Technology-related expenses are one of the largest controllable operational expenses for every RIA, second only to staffing, so there are bottom line benefits to consolidating and getting the integration right.
Added on July 2015 in M&A Issues
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Summary: In my experience, the primary thing that buyers care about is not making a bad acquisition. Consequently, their initial focus will be both on whether the company is a good fit for their needs and what the significant down side risks of the opportunity are.
Added on July 2015 in M&A Issues
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Summary: Focus Financial Partners said Wednesday that it is adding a partner group in the Chicago area and that two existing partners have added advisors. Relative Value Partners comes on board near the Windy City with about $1 billion in client assets and seven financial professionals.
Added on June 2015 in M&A Issues
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Summary: Evaluating and buying into a financial-advice practice calls for basics like proper accounting and getting a sense of the firm’s prospects over time, according to Nerd’s Eye View. But crucially, success in this realm also calls for having the guts to abandon deals that aren’t right in every last respect, the blog adds.
