Articles
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…
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…
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…
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…