We could revisit this to make a page on why having an M&A advisor keeps your acquisition or sale from failing. Mergers and acquisitions (M&A) are seductive. They promise rapid…
read moreValuing a private wealth or asset management business isn’t just about crunching numbers—it’s about understanding how recurring revenue, client relationships, and advisory talent translate into long-term value. In an industry…
read moreMergers and acquisitions are often sold as a cure-all for corporate inefficiencies, market stagnation, or a lack of innovation. They’re touted as the strategic solution to stay ahead in competitive…
read moreWhat Private Equity Buyers Look For Before Signing the Deal In a wealth management M&A deal—especially one involving a private equity–backed acquirer—the due diligence due diligence is where the real…
read moreWhether you’re preparing for a sale, evaluating a merger opportunity, or simply want to better understand your firm’s position in the market, knowing how to value a wealth or asset…
read moreWhether you’re preparing for a sale, exploring a strategic partnership, or planning for succession, understanding the actual value of your RIA or wealth management firm is essential. What Drives Valuation…
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