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SkyView® has extensive experience with your financial advisory M&A growth initiatives. In a collaborative effort with financial advisors, our team provides buyers and sellers with the requisite direction and liquidity to propel your advisory practice to the next level. Our online resources enable advisors to mitigate the obstacles that oftentimes thwart M&A deal execution.

Bank Financing

SkyView’s quantitative and qualitative process evaluates several factors for RIA loans. Prospective borrowers may elect to apply for wealth management lending via a Small Business Association (SBA) loan or a conventional commercial loan; each structure has its respective pros and cons. SkyView’s underwriting process requires information from the purchasing/borrowing advisor and the selling advisor for RIA financing.

What Is The Value Of My RIA?

Whether you’re making internal equity decisions, or selling your investment practice, understanding the methodology for valuing a financial planning business is critical to make the right next step.

Preparing for Acquisition

Advisors serious about acquiring another practice need to prepare a well-defined M&A strategy. According to industry publications, there are 50 buyers for every seller in the wealth management industry. SkyView Partners® concludes that there are only four to five serious buyers for every seller. SkyView® can help you prepare for a successful wealth management practice M&A strategy.

Succession Planning

With over 100,000 advisors set to retire by 2025, the need for advisor legacy/succession planning services has accelerated dramatically. The maturation of conventional RIA financing provides advisors with the freedom and flexibility to implement a wide range of retirement glidepaths. SkyView® provides tenured advisors with a wide array of retirement glidepaths customized to the legacy of their practice.

You’re prepared.