Added on June 2016 in M&A Issues
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Summary: While most planners focus exclusively on managing their clients’ liquid portfolios, they may miss a valuable opportunity to help when clients are interested in selling their closely-held businesses. .
Added on June 2016 in M&A Issues
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Summary: With a large number of financial advisors approaching retirement in the next 10 years, there has been a growing interest in advisor mergers, acquisitions, and succession plans. In many cases, though, deals don’t get done because it’s difficult to find a buyer and a seller who are a good match. And in some cases, the probably is simply that it’s too difficult to get financing for the transaction.
Added on June 2016 in M&A Issues
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Summary: The latest indication of fintech's widespread impact is the launch of a new investment banking platform by Echelon Partners, a well-known RIA M&A firm, focusing on what it calls the "wealth technology" sector.
Added on June 2016 in M&A Issues
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Summary: As more baby boomer financial advisers contemplate the sale of their practices, there are steps they can take to potentially increase the businesses’ value and command a higher price.
Added on May 2016 in M&A Issues
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Summary: DeVoe & Company’s latest edition of its RIA Deal Book, which chronicles M&A activity for RIAs in the first quarter of 2016, says 33 transactions took place, down from a record 37 transactions in first quarter 2015.
