Added on November 2015 in M&A Issues
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Summary: The push by more owners to tackle succession planning, along with an aging workforce — not to mention six-plus years of rising financial markets — is driving a surge in mergers and acquisitions in the financial-advice industry.
Added on November 2015 in M&A Issues
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Summary: Do you wish to strike a deal for your firm? What sort of deal is best for you? Do you know your firm's value? Some people still believe that firm valuation centers on gross revenues. I recently participated in the annual Deals and Deal Makers Summit, hosted by Echelon Partners, where I learned that such a simplistic formula ignores market and economic reality. Advisory firms today have access to multiple ways of achieving liquidity, buying a stake in the business and obtaining financing for growth.
Added on October 2015 in M&A Issues
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Summary: Inorganic growth is becoming an increasingly fundamental business strategy for many registered investment advisory firms, to the point where many established advisor practices are now becoming experienced buyers engaging in multiple deals.
Added on October 2015 in M&A Issues
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Summary: In today’s M&A rich environment, every advisory firm and financial advisor wants to get in on the action. Unfortunately, though, most would-be buyers and sellers come up empty. Why? Because of unreasonable expectations.
Added on October 2015 in M&A Issues
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Summary: Nearly 75% of the businesses that will go to market will fail to identify an ideal buyer. That’s a lot of time, effort and energy put into something that is so important – only to have nothing to show for all of your troubles.
