Blog

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

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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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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