Articles

April 30, 2018

Client Attrition: How Many Clients Walk After Acquisition?

Client attrition rates are crucial to assigning M&A transaction risk in any industry. As the consolidation of wealth management industry looms, historical M&A transaction client attrition…

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…

April 26, 2018

Valuation Forecast: What increased marketplace competition means for the value of your advisory practice

Fee compression, increased regulation, and competition through digital advisors are all threats to the independent financial advisor and RIA. Over the next decade we will see a large number of…