April 28, 2018

Where’s the liquidity? Historic financing options for IBDs and RIAs

Today, 68% of advisors cite securing M&A financing as crucial to their growth; however, only 17% of advisory practice acquisitions receive bank financing. Historically, banks have been reluctant…

April 27, 2018

Prepare to Acquire: Identifying Acquisitions in Wealth Management

The wealth management industry is facing unprecedented turnover as the baby boomer generation begins to retire. While many practices grow by a rate of 10-15% of their assets under management each year…