Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 4138 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.
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 4297 times | 0 comment
Summary: Planners have to team up – and bring in an outside investor – to rapidly grow. For example: family office veteran Rick Flynn, who’s spent years serving ultrahigh-net-worth clients, just doubled the size of his new firm.
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 4483 times | 0 comment
Summary: Market valuation can provide especially useful insights to business owners who anticipate selling their firm in the near future. Although buyers may differ on the factors they care most about, valuation can often explain why one firm gets a high offer and another is sold for a so-so price.
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 4392 times | 0 comment
Summary: Do the benefits of going public outweigh the disadvantages? Top financial advisory industry executives weighed in with forceful arguments for both sides of the issue at the keynote session of the annual Deals and Deal Makers Summit, “Demystifying the Financial Engineering of Deal Makers.”
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 4440 times | 0 comment
Summary: What are M&A deal makers on the hunt for advisory firms really looking for – and what kind of deals are they offering? Many of the industry’s top M&A executives attended the annual Deals and Deal Makers Summit, and Financial Planning sat down with three of them to get a report from the trenches.
