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.

$100 MM Financing Report Button

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.

What Is The Value Of My RIA?

There is no shortage of opinions on what qualitative and quantitative factors drive the valuation of each investment advisory firm.  Commonly, valuations are driven by a multiple applied to top line revenue. 

Preparing for Acquisition

If you are serious about acquiring another practice, you need to initiate the process early to compete. According to industry publications, there are 50 buyers for every seller in the wealth management industry. However, SkyView Partners finds that only four to five buyers for every seller complete the necessary work for a wealth management acquisition.

Succession Planning

With over 100,000 advisors set to retire by 2025 and increased regulatory requirements, the need for advisor legacy/succession planning services has accelerated dramatically. The maturation of conventional RIA financing has given advisors the freedom and flexibility to implement a wide range of legacy plans. SkyView Partners allows retiring advisors to customize an exit strategy and sell an RIA business.

You’re prepared.