Articles

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…

February 02, 2021

Podcast: Back to Business in 2021! Deal Structure Design: What to Look for in 2021

Scott Wetzel and Aaron Hasler of SkyView Partners join Mike Langford to explore a variety of deal types for RIA and financial advisory business M&A transactions. The gents also share how RIA…

January 26, 2021

Podcast: Back to Business in 2021! 6 Questions Sellers Want You to Ask and Why Buyers Need to Listen

A common reason M&A transactions can fall apart is that a buyer is not listening to what the seller’s goals and objectives are. Understanding how a seller wants to leave their legacy, transition…