Articles

June 12, 2024

Selling Your Wealth Management Practice Without Retiring

Many of our clients at SkyView challenge the conventional image of a seller in the wealth management industry. Unlike the typical notion of sellers being on the brink of retirement, numerous…

April 24, 2024

Selling Your Wealth Management Practice: Private Buyers vs. Private Equity Firms

Deciding on the future of your wealth management or financial advisory business may involve choosing between selling to a private buyer or a private equity firm. Each path has its distinct advantages…

April 03, 2024

To Buy or to Sell | Maximizing Wealth Management Practice Value as a Mid-Career Advisor

In the wealth management industry, seasoned financial advisors can often experience a mindset shift when it comes to pursuing an acquisition vs selling their practice. Initially viewing themselves as…

January 31, 2024

Podcast | How The CEO Of A $2 Billion RIA Approaches Buying Other Firms

On this episode of the Advisor Financing Forum, we welcome back Nick Asmus, CEO of Berger Financial Group, to discuss Berger's recent acquisition triumphs and the profound insights they've gathered.…

January 01, 2024

RIA M&A: The Evolution of Deal Structures Contains Lessons for Both Buyers and Sellers

By Katie Bruner & Aaron Halser Featured in Wealth Management.com's 2024 Market Outlook In spite of all of the macroeconomic and geopolitical headwinds that have impacted the wealth management…

December 08, 2023

7 ways independent wealth management firms are consolidating

By Tobias Salinger , FinancialPlanning.com - Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous…