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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 for RIAs

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

What Is The Value Of My RIA?

Understanding the nuances of valuing a wealth management practice is critical, whether you're evaluating internal equity or preparing to sell a financial advisory business. The valuation process for Registered Investment Advisors (RIAs) is complex, hinging on various factors that contribute to a firm's value. Let's delve into these factors and explore the most common methodologies used to assess a wealth management practice.

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. However, SkyView 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.