The past few months have been stressful for many advisors. Managing client fears while shifting operations to remote work and monitoring fluctuating markets has many advisors ready to exit for good. Many experts see this as the catalyst to trigger the “age wave” of retiring advisors that they have been predicting for the past couple […]
In our previous post, we discussed how having financing in place gives you a competitive edge in acquisitions. Many advisors don’t stop at one acquisition, choosing instead to use acquisitions as an ongoing growth strategy. Whether you plan on purchasing one practice or many, having a strong relationship with a lender is key to a […]
Over the past several years, there has been a surge in the number of advisors looking to grow through acquisitions. This has created a market where sellers have multiple buyers to choose from and buyers must compete for the deal. Many factors influence a seller’s decision, including the buyer’s personality, cultural fit, and investment philosophy. […]