Best in the Business Blog

The Valuation Trap: Why Market-Based Multiples Alone Miss the Mark

So I’m checking into a conference recently, and as I’m wrapping up at the hotel front desk, an advisor recognizes me and asks if he can have a word—confidentially. Of...

Bridging the Valuation Gap: How Deal Structure Can Salvage an M&A Impasse

Mergers and acquisitions are heating up across the wealth management landscape. Some firms are building pipelines as serial acquirers. Others are testing the...

More Than a Transaction: The Human, Cultural, and Operational Realities of Merger Integration

Mergers and acquisitions (M&A) are a strategic move that can help drive growth, increase market share, and enhance your profitability. M&A also represents an opportunity...

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...

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...