Articles
SkyView Partners Announces "Throwback" Sponsorship Of Tommy Joe Martins for the Upcoming Henry 180 at Road America on August 8th
WAYZATA, MN. – August 5th, 2020 – SkyView Partners, an investment banking and financing solutions firm dedicated exclusively to supporting the growth of independent and registered investment advisors…
Podcast: Why You Should Get an Independent Valuation and Understand Your Firm's KPIs
Terry Mullen, CEO of Truelytics, joins Scott Wetzel, CEO of SkyView, to share their insight on why an independent valuation is important for a wealth management practice. In addition, they discuss: …
Podcast: The Benefits of Conventional Loans vs SBA Loans for RIAs and Financial Advisors
Conventional commercial bank loans are a relatively new phenomenon for RIAs and independent financial advisors. According to Scott Wetzel, CEO of SkyView Partners there are several benefits to…
How Many Wealth Managers Received PPP Loans? No One Knows For Sure.
At least 1,436 investment advisory firms applied for and accepted money, according to the SBA. Evidence suggests that number could be off base. Hundreds of wealth management firms applied for and…
Podcast: A Roadmap for Buying a Financial Advisory Business
Katie Bruner, a Managing Partner at SkyView Partners shares the details of an action plan for RIAs and independent financial advisor to discover and acquire a practice in today's highly competitive…
Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers
Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow. The COVID-19…