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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Home

11 June - 2020

Home

Introduction to Practice PerspectiveGrowth, Partnership @ Succession Insights for Successful Financial AdvisorsYou@ve built a successful wealth management practice. You deliver an exceptional client e...

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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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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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Resources

11 June - 2020

Resources

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

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Dos and Don’ts of M&A Checklist
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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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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Privacy Policy

11 June - 2020

Privacy Policy

Privacy PolicyApella Capital, LLC Client Personal Information Privacy PrinciplesWe want to assure all of our clients that the safeguarding of client@s personal information is an issue we take serious...

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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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Contact

11 June - 2020

Contact

To learn more, please reach out to our team to schedule an introductory call

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