M&A Issues
Search the solutions to practice valuation; study the methods of purchase and sale, merger and aquisition. Understand the essentials of due diligence.
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6 Questions to Ask Yourself Before You Sell Your Advisory Firm
Added on June 2022 in M&A Issues
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Summary: There are two things that are usually true about transitions: They are not easy, and they never go off without a hitch. And like a round of golf, you need to be ready to scramble, since things often don’t go the way you planned. Selling your advisory practice is one of the biggest transitions you may ever make in your career — but for me, it was also one of the best decisions of my life.
Feeling the Urge to Sell Your RIA? Consider These 3 Factors First.
Added on March 2022 in M&A Issues
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Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations.
Merchant Investment Management takes stake in Minnesota RIA
Added on February 2022 in M&A Issues
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Summary: Merchant Investment Management, a New York-based private partnership that provides growth capital and resources to independent financial services companies, has taken an undisclosed minority stake in Summit Investment Advisory Services, a Roseville, Minnesota-based registered investment advisory firm managing $490 million.
My Story: Cleveland Solo Looking to Add Advisors
Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works! As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world. Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.
Comprehensive
Added on January 2020 in M&A Issues
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RIA Match Concierge Consulting Comprehensive
For those who require an extra level of service, RIA Match Concierge Consulting provides expert guidance and a consultative approach to manage your goals every step of the way.
RIA Match Concierge Consulting Comprehensive offers exclusive end-to-end management of your firm’s succession planning or growth goals. Our high touch service is provided by a suite of industry experts and leverages the RIA Match platform. We will navigate you through the entire process and communicate with you regularly.
The RIA Match Concierge Consulting Comprehensive program consists of:
- 1-hour Introductory Interview
- Complete RIA Match profile
- Manage the RIA Match Platform for your firm
- Narrow your matches based on interview intel and platform’s functionality
- Share profiles of interest with the advisor
- Conduct correspondence on the RIA Match platform
- Monitor your account weekly for new matches
- Bi-Weekly RIA Match Concierge Summary Report emailed to client
- Bi-Weekly call with client to discuss results
- Preview ADV and/or FINRA Broker/Check report on match finalist
- Preliminary screening calls with match candidates to validate worthiness
- Candidate searches will be conducted both on and off platform
- Correspond with matches on client’s behalf
- Coordinate and participate in Match calls with client and match
- Coordinate Match Intro Meetings and participate – phone calls are included in the program fee; travel / onsite expenses are optional
- Coordinate negotiation; bring in third party resources as needed
Pricing:
$250/ hour, 4 hour per month minimum Monthly fee* in addition to a 3% success fee.
Resources:
* 3 month commitment required
