Listening to what a potential acquirer has to say is a great way to learn about the possible options available to you.
If you’re going to merge, you need a thought-out process.
Do you have the right, well-defined strategy, and can you execute it?
Advisory founders need to see the value in the equity they give.
There’s a dirty secret when it comes to succession planning, and nobody likes talking about it.
Many hybrid RIA firms continue to lag pure RIAs when it comes to valuations.
Understandably, RIA executives are asking how this year’s turmoil will affect their profitability and valuations.
Hint: It’s probably not what you think.
What's behind this new trend?