New Deal-Making Service Signals Trend Of Industry "Robofication" In M&A

Kathleen Asack and Mary Ann Buchanan | Weath Family Report, March 2015

Summary: A new product combining technology with M&A consulting services for RIAs was recently launched by AmplifyRIA and RIA Match, off the back of advisor demand for an end-to-end solution that would oversee the entire relationship-matching process.RIA Match Concierge Consulting is aimed at RIAs that are looking to buy, sell, merge or add advisors, led by the chief executive and founder of RIA Match, Mary Ann Buchanan, and Kathleen Asack, founder and principal of AmplifyRIA.

The average RIA business owner age today is mid-50s and many - upwards of 70 per cent - have reported not having a succession plan in place – or at least one that's not viable. That creates great risk potential for not only the advisor but clients.”

Kathleen Asack, founder and principal of AmplifyRIA.

"We find that advisors are often looking at numbers that may be out of reach, or misaligned...which is why we encourage them to look inwards at the various metrics that actually drive that."

Mary Ann Buchanan, Founder and CEO, RIA Match

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