Articles
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…
Podcast: A Roadmap for Buying a Financial Advisory Business
Katie Bruner, a Managing Partner at SkyView Partners, shares the details of the APBOE Action Plan for RIAs and independent financial advisors to discover and acquire practices in today's highly…
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…