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.
Added on November 2017 in M&A Issues
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Summary: Financial advisers looking to catch a ride on the consolidation wave by putting their firm up for sale should be open to the reality that valuations are often more art than science.
Added on November 2017 in M&A Issues
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Summary: Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy.
Added on October 2017 in M&A Issues
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Summary: Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A.
Added on October 2017 in M&A Issues
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Summary: If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with the statistics showing that this is a greying industry.
