Added on June 2018 in M&A Issues
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Summary: Advisors planning to retire have several critical choices to make if they want to cash out and have their business continue: They can sell their firm to an outside company or to one or more insiders who will stay on. They can get paid in cash or equity or a combination of the two.
Added on June 2018 in M&A Issues
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Summary: At least four other suitors, including an aggregator, a large RIA and even an accounting firm wanted to buy Donnelly Wealth Advisors, a thriving RIA in San Diego with approximately $408 million in assets under management.
Added on June 2018 in M&A Issues
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Summary: The prodigious inflow of outside capital to RIAs is changing the rules of the game for a sector that has, for the past decade, been fiercely independent.
Added on June 2018 in M&A Issues
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Summary: Advisory firm owners who are considering selling their firm internally in a succession-plan transaction rather than to outside buyers might be taking a valuation hit, according to Daniel Seivert, chief executive of investment bank Echelon Partners.
Added on May 2018 in M&A Issues
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
