Tip 1 | Tip 2 | Tip 3 | Tip 4 AGE MATTERS Age matters – we all hope it doesn’t, but the reality is that the age of your clients and their corresponding assets can have a drastic effect on the value of your business. An aging business is a dying business in the eyes of […]
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 […]
There are many complicated facets to running a service-based business, but the most vital component are the relationships you build every day. These relationships are the basis of value, and, for most, your business is your largest and most valuable asset. The most frequently discussed factors that impact the value of your business are profitability, […]
Tip 1 | Tip 2 | Tip 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 […]
Join us for this 30-minute webinar to discuss factors affecting values in the financial services industry, trends in the marketplace, and case studies related to recent deals closed.
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 […]
Tip 1 | Tip 2 | Tip 3 | Tip 4 Not All Revenue is the Same There are many ways to grow your practice – the most obvious being adding more revenue, more assets and/or more clients. However, not all revenue is created equal in the eyes of a buyer, and not all revenue has […]
Depending on what source you look at, the average age of an advisor in the financial services industry is anywhere from 51-57 years old. While that would typically leave plenty of time until the average age of retirement, the average age of an advisor selling their business is much younger, most often occurring near age […]