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.
Added on October 2015 in M&A Issues
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Summary: Nearly 75% of the businesses that will go to market will fail to identify an ideal buyer. That’s a lot of time, effort and energy put into something that is so important – only to have nothing to show for all of your troubles.
Added on October 2015 in M&A Issues
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Summary: Ric Edelman's sweet private equity deal is good news for RIAs, especially other big, media-savvy firms. But the industry icon's latest transaction raises concerns about the risks of investing in a firm so closely associated with its namesake.
Added on October 2015 in M&A Issues
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Summary: Since the inception of The Deals & Deal Makers Summit, ECHELON’s mission has been to develop the industry’s most intellectually rigorous event. Here are the 10 Key Takeaways gained by Summit attendees. Do not be surprised if the content within challenges both your preconceptions and conventional wisdom.
