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This white paper outlines the various forms of capital available to financial advisors for expanding their businesses, acquiring a business (including succession), modernizing a business, recruiting, and other activities. Price: $0.00
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David DeVoe, Founder and Managing Partner of DeVoe and Company gives a brief overview of the necessary steps needed to increase the value of a firm or ready them for sale. Price: $0.00
In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks. Price: $0.00
Whether you are purchasing an advisory firm to expand your business, or selling your advisory firm to effectuate your succession plan, there are legal and compliance matters that will need to be addressed. Download this free overview of legal and compliance issues. Price: $0.00
You've built your business. You're proud of it, and you should be. But like many business owners over 50 you may be asking yourself some tough questions like "what's next for me?" Is it time to transition to retirement and consider the next phase of your life? Perhaps you need a business succession plan, or you may be ready to sell your business? Price: $0.00
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