Articles

June 02, 2021

As ever larger RIA rollups hog M&A deals, Andy Grillo launches cheap robo-service to help mom-and-pop battle 'inaccurate' valuations; color RIA bankers unimpressed

Fabe Assist promises to scratch an itch RIAs didn't know they had, knowing more about themselves before they entertain buyers. But experts say valuations are too human and too emotional for machines…

May 19, 2021

Podcast: Potential Changes to Capital Gains Tax Rates: How RIAs with M&A Plans Should Prepare

In the latest episode of The Advisor Financing Forum, Dave Hinnenkamp, CPA of BerganKDV joins Aaron Hasler of SkyView Partners and Mike Langford to discuss the potential impact of the proposed…

April 07, 2021

Podcast: How a Barron's Hall of Fame Advisor Acquired His Way to the Top

“The hard part for most advisors isn't giving the advice or giving a great client experience, it's actually finding more clients.” - Jonathan Kuttin, President Kuttin Consulting Group In the latest…

February 23, 2021

How M&A ‘Merge-Ins’ Can Enhance RIA Deals

By Scott Wetzel, CEO - SkyView Partners ThinkAdvisor.com - All metrics point to a very robust M&A marketplace primarily based on aging advisor demographics. However, the opportunity for active…

February 10, 2021

Quantum Growth Podcast: Financing Acquisitions and Finding Deals

Scott Wetzel, CEO of SkyView Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how…

February 04, 2021

Podcast: Back to Business in 2021! Keys to Closing an RIA M&A Transaction

Buying an RIA business often requires a financial advisor to navigate a roller coaster of emotions. Aaron Hasler and the SkyView Partners team have helped many RIA acquisitions over the years and in…