The ClientWise Blog

6 Critical M&A Insights from Billion-Dollar Wealth Managers

For a long time, steady growth has been the norm for wealth management businesses. Over the past decade, the capital markets alone have driven revenues among fee-based...

M&A Considerations Part 2 - When the Seller is Staying

One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...

M&A Considerations Part I - When the Seller is Leaving

One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...

Growing a Financial Advisory Business thru Mergers and Acquisitions

How three unique firms found common purpose in coming together Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his...