Posts Tagged: mergers

To Grow Through Acquisition, Sell Your Own Practice First

Over the last 11 years I’ve attended and participated in dozens of conferences and break-out sessions on the topic of M&A within the wealth management industry. When I am speaking or as a panel member, I often kick the session off with these questions: “By show of hands, how many buyers are in the audience?”…

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Eight Questions RIAs Should Ask Before Doing a Deal

Making the decision to sell or merge with a larger wealth management firm can be a decision fraught with peril. Here are questions to ask to facilitate the process. For owners of a Registered Investment Advisor (RIA) practice, making the decision to sell or merge with a larger wealth management firm can be an experience…

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