Introduction to Practice Perspective

Growth, Partnership & Succession Insights for Successful Financial Advisors

You’ve built a successful wealth management practice. You deliver an exceptional client experience. But as a planner and an entrepreneur, you still ask yourself sometimes, “What’s Next?"

  • Do you continue growing your firm organically?
  • What about ensuring continuity and succession?
  • Should you look for additional support or partnership?
  • And what could that look like?

At Practice Perspective, we’ve gathered a broad range of expertise to help you think through these important questions and get the perspective—and answers—you need.

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Ideas and perspective from financial services leaders on the challenges and opportunities -- from scale to succession -- of continuing to evolve your financial advisory business.

Getting to Yes—How to Agree on a Purchase Price

13 June - 2020

Getting to Yes—How to Agree on a Purchase Price

Though buyers and sellers can usually agree on most of the factors critical to determining the appropriate valuation of a firm…they still may have differing perspectives on what a fair valuatio...

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Seller Compensation in a Post Transaction World

26 January - 2021

Seller Compensation in a Post Transaction World

Compensation post transaction is another important component of the sale process of advisory firms.

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Cash or Equity - Which is Better?

15 December - 2020

Cash or Equity - Which is Better?

Beyond the “sticker price”, duration of payments and structure of payout, the type of consideration is also a critical component.

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Why the Right Deal Structure Matters So Much

11 November - 2020

Why the Right Deal Structure Matters So Much

The headline “sticker price” (total deal value) is usually the most important aspect of a transaction that people pay attention to when reviewing an offer to buy an advisory practice.

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Why Recurring Revenue Makes Your Practice More Valuable

18 June - 2020

Why Recurring Revenue Makes Your Practice More Valuable

Valuing your RIA (or any business for that matter) is a nuanced exercise that requires an understanding of many aspects of the business being evaluated.

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Getting to the Top—and Bottom—of Understanding Multiples

18 June - 2020

Getting to the Top—and Bottom—of Understanding Multiples

A great deal of attention is given to the multiples that are paid for a business…and for good reason.

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The Real Value of Growth

13 June - 2020

The Real Value of Growth

When it comes to your RIA, not all growth is created equally Firms with a sustainable organic growth model can receive a significant premium to the valuations that slower growing firms would receive.

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Resources

Tools and practice management resources to help you grow, manage, protect, and transition your financial advisory practice.

Dos and Don’ts of M&A Checklist

13 June - 2020

Dos and Don’ts of M&A Checklist

A list of dos and don'ts when it comes to mergers and acquisitions.

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Strategy Canvas
Strategy Canvas

Planning the Future with Your Strategy Canvas, Defining and Enhancing Your Competitive Advantages

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Roadmap to Selling Your Firm
Roadmap to Selling Your Firm

So, you’ve decided you’re interested in selling your firm. Now what?

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The Ins And Outs Of Outsourcing Your Investment Management
The Ins And Outs Of Outsourcing Your Investment Management

Some advisors outsource so they can provide better investment solutions to their clients.

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In Theory versus In Practice
In Theory versus In Practice

When people go through the process of selling their practice, they often find that the “conventional wisdom” they believed to be true doesn’t match reality.

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