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M&As face hurdles. We offer solutions.

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SkyView Partners has extensive experience with your financial advisory 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.

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Preparing for an Acquisition

Today, there are 50 buyers for every advisory practice seller, yet there are only 5 advisors who are actually prepared to acquire for every seller. SkyView Partners can help you prepare for a successful practice acquisition strategy. There are several client and firm factors necessary to execute a successful financial advisor practice acquisition.

Succession Planning

With over 100,000 advisors set to retire and increased regulatory requirements, advisor legacy/succession planning has accelerated dramatically. Advisors may have very different plans: SkyView Partners allows retiring advisors to customize your exit strategy:

Preparing for Merger

As regulatory requirements are accelerating and success of organic growth stalling, more advisory practices are contemplating a financial advisor merger to facilitate their initiatives. Advisors considering a merger, should consider several important factors surrounding clients, and their respective advisory practices.

Bank Financing

SkyView Partners’s underwriting process requires information from the purchasing/borrowing advisor and the selling advisor. Our quantitative and qualitative process evaluates several factors.

30 minute Power Webinar

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