Practical articles and informed perspectives on M&A, valuation, and succession planning for RIAs. Read to learn about current market dynamics, how to avoid common pitfalls, and make better strategic decisions.
Insights
RIA Leaders Must Get Their House in Order
No matter the size of your RIA, time to document and improve firm stability, sustainability and growth amid changing market expectations as driven by the influx of Private Equity.
Survival of the Fittest: Welcome to the Era of Smart Partnering
RIAs face a critical inflection point. Whether exploring a sale, merger, or a long-term path with your current team, the question isn’t if the strategy needs to evolve, it’s “are you ready?”
Key Valuation Drivers to Unlock the Value of Your RIA
Are you seeking a potential sale, merger, or recapitalization? Focus on understanding and executing the right strategies to build enterprise value.
RIA Owners: How to Navigate the Complexities of M&A
The M&A landscape for RIAs is complex. Learn about the role of private equity, the buyer landscape, and valuation.
Understand the Fundamentals of RIA M&A
A list of M&A essentials for RIA owners considering a sale or merger.
Why the ‘Tweener Phenomenon’ Is Driving RIA M&A
Current industry trends show that independent RIAs may face increased pressure to consolidate.
Is RIA M&A Recession Proof?
RIA M&A transactions outpaces the overall M&A market. How long will this continue?
Why Ignoring Succession Planning Could Cost You Millions
Succession planning isn’t boilerplate nor is it cookie-cutter. Building a legacy is also the right thing to do for your clients.
How Do I Grow My RIA with the Cost of Capital So High?
The cost of capital shouldn’t impede your growth strategy. The right strategic playbook will help you get creative with financing.
Are You Predator or Prey?
Challenging times make growth and succession strategies even more important. Are you ready?
Aligning Stakeholder Interests in M&A - Part II
Part 2 about why ownership alignment is critical in today’s RIA market. How to test for alignment.
Aligning Stakeholder Interests in M&A - Part I
Why alignment matters even more in today’s RIA market.