Tag Archives “advisors”

2017 Advisor M&A Highlights

Join us as we delve into the 2017 Advisor M&A Highlights and discuss another exciting year for the financial services industry with increased RIA and advisor consolidation, changes in compliance and the Department of Labor Fiduciary Rule, and the tax reform —  all of which had a direct/indirect impact on the value of RIA and […]

Secrets of Succession

As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a […]

10 Steps to Becoming a Better Buyer

Demand for financial services practices has never been higher and despite industry demographics, the trend is likely to continue for the foreseeable future. While buyer-to-seller ratios for advisory practices vary based on the source, from 50:1 on some industry auction sites to a more conservative 10:1 observed by Succession Resource Group (SRG), there are some buyers […]

Building a More Valuable Practice – Tip #3

Tips 1  |  Tip 2  |  Tips 3  |  Tip 4 Growth is King One of the most important drivers of value in any business is growth. Historical growth, while no guarantor, is a useful proxy/tool for projecting a business or asset’s ability to produce revenue in the future. As a buyer, you will pay more for […]

2015 Advisor Mid-Year M&A Review Webinar

With over half of 2015 behind us, join industry M&A expert Succession Resource Group as we look back at the deals done during the first half of the year in the financial services industry. We will review and explore the most interesting valuation and succession changes in 2015 and how volatile markets and DOL legislation […]