Articles
Podcast: How the COVID-19 Pandemic is Impacting RIA M&A Lending
Aaron Hasler, a Managing Partner at SkyView Partners focusing on helping RIAs navigate the mergers and acquisition process explains how the COVID-19 pandemic is impacting the landscape for deals. To…
Podcast: Make Fast Business Moves with NASCAR Driver Tommy Joe Martins
Tommy Joe Martins, driver of the SkyView Partners #44 Camaro in the NASCAR Xfinity Series joins Scott Wetzel and Mike Langford fun conversation about why fast cars are more fun than golf and the value…
Podcast: Independent Valuations and Understanding 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: How to Navigate the Emotional Side of Selling
Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work…
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…