Added on July 2019 in M&A Issues
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Summary: We are looking to expand our client based as we are licensed in most of the south. We want 20 years in the industry as licensed 65 and 7 advisors. Female owned and looking to grow.
Added on July 2019 in M&A Issues
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Summary: For advisors looking to get in on the action, the best way to improve a firm’s valuation is via organic growth, according to panelists at Pershing’s RIA Symposium in New York this week. And a few high-end RIAs speaking at the conference said their ancillary services, or family-office-like offerings, are driving that growth in their businesses.
Added on June 2019 in M&A Issues
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Summary: The RIA industry has demonstrated healthy growth over the past few years thanks to a vibrant mergers and acquisitions (M&A) environment and strong market returns. But to drive sustainable and profitable growth over the long term, RIA firms need to start implementing strategies that will help them to deepen existing client relationships, while also reaching new clients and talent pools.
Added on June 2019 in M&A Issues
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Value Proposition: I am a NextGen advisor who is looking for a firm who can utilize my skills to their full potential. Working through the politics at a wirehouse has stunted my growth potential and management does not understand the value I can provide. Reach out if you want someone who knows how to connect to the NextGen!
Added on June 2019 in M&A Issues
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Summary: Preparing to sell your practice is a bit like preparing for retirement: The earlier you start, the better off you’ll be — and exponentially, so.
