Articles
Podcast: Post-Acquisition Business Value & Tax Planning Services
When you buy an RIA firm or another advisor's book of business, you expect to achieve an ROI above and beyond the price you paid for the business. As Roger Pine, CEO of Holistiplan explains, adding…
Podcast: How to Find an RIA to Buy and Successfully Close the Deal
In this new episode of The Advisor Financing Forum - How to Find an RIA to Buy and Successfully Close the Deal , Scott Wetzel, CEO of SkyView, and Nick Asmus, President of Berger Financial Group…
As ever larger RIA rollups hog M&A deals, Andy Grillo launches cheap robo-service
Fabe Assist promises to scratch an itch RIAs didn't know they had, knowing more about themselves before they entertain buyers. But experts say valuations are too human and too emotional for machines…
Podcast: Potential Changes to Capital Gains Tax Rates & How to Prepare
In the latest episode of The Advisor Financing Forum, Dave Hinnenkamp, CPA of BerganKDV joins Aaron Hasler of SkyView Partners and Mike Langford to discuss the potential impact of the proposed…
Podcast: How a Barron's Hall of Fame Advisor Acquired His Way to the Top
“The hard part for most advisors isn't giving the advice or giving a great client experience, it's actually finding more clients.” - Jonathan Kuttin, President Kuttin Consulting Group In the latest…
How M&A ‘Merge-Ins’ Can Enhance RIA Deals
By Scott Wetzel, CEO - SkyView Partners ThinkAdvisor.com - All metrics point to a very robust M&A marketplace primarily based on aging advisor demographics. However, the opportunity for active…