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    M&A

    M&AMost Recent

    Before Taking Any M&A Action, Make Sure To Know Your ‘Why’

    85% of RIA growth is currently being driven by senior advisors. How do you plan to sustain momentum and continuity as your founders start retiring? Succession planning...
    M&A

    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

    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

    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...
    Mergers & Acquisitions
    Business DevelopmentM&AMarketing & Communication

    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...