Carolyn Armitage

When An Acquirer Rings, Take The Call

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Listening to what a potential acquirer has to say is a great way to learn about the possible options available to you.

Solid Foundation, Good Homes

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If you’re going to merge, you need a thought-out process.

Time To Update Your Strategy

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Do you have the right, well-defined strategy, and can you execute it?

Not Just Giving Equity Away

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Advisory founders need to see the value in the equity they give.

Is Succession In Founders’ Economic Interest?

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There’s a dirty secret when it comes to succession planning, and nobody likes talking about it.

What's Holding Back Hybrids?

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Many hybrid RIA firms continue to lag pure RIAs when it comes to valuations.

The Vitals Of Volatility And Valuations

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Understandably, RIA executives are asking how this year’s turmoil will affect their profitability and valuations.

Private Equity’s Impact On The RIA Space

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Hint: It’s probably not what you think.