Added on January 2016 in M&A Issues
1 visitor like this article | Viewed 5162 times | 0 comment
Summary: Even if advisors nearing or at traditional retirement age have formulated succession plans, it's often impossible for younger advisors to think of buying their practices because they lack the funds.
Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 5220 times | 0 comment
Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
Added on October 2015 in M&A Issues
1 visitor like this article | Viewed 5176 times | 0 comment
Summary: Inorganic growth is becoming an increasingly fundamental business strategy for many registered investment advisory firms, to the point where many established advisor practices are now becoming experienced buyers engaging in multiple deals.
Added on October 2015 in M&A Issues
1 visitor like this article | Viewed 4900 times | 0 comment
Summary: Advisors considering a move in the fourth quarter may want to take stock as the end of the year approaches. If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 4629 times | 0 comment
Summary: Some advisers dream of acquiring another practice. Their wish list may include doubling their assets under management and creating a regional or even national presence.Such things are possible if an acquisition goes well. Not every deal is a winner, though. Firm cultures may not mesh, the paperwork may be overwhelming and clients may leave, taking assets with them.
