Added on July 2015 in M&A Issues
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Summary: In the course of trying to expand his business, advisor Derek Holman is reaching out to smaller competitors throughout the West. But after more than a year of negotiations with a handful of select practice owners, the managing director at EP Wealth Advisors in Torrance, Calif., reports he’s yet to find just the right fit.
Added on July 2015 in M&A Issues
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Summary: So far this year, merger and acquisition activity in the registered investment advisor space has hit record levels, and the average size of deals are bigger than ever, according to new data by DeVoe & Company.
Added on July 2015 in M&A Issues
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Summary: The combination of two firms, regardless of their respective sizes at the time of partnership, is a critical action in your firm’s life cycle. And to forge a successful union, you must consider many variables.
Added on July 2015 in M&A Issues
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Summary: Technology-related expenses are one of the largest controllable operational expenses for every RIA, second only to staffing, so there are bottom line benefits to consolidating and getting the integration right.
Added on July 2015 in M&A Issues
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Summary: In my experience, the primary thing that buyers care about is not making a bad acquisition. Consequently, their initial focus will be both on whether the company is a good fit for their needs and what the significant down side risks of the opportunity are.
