We’re now in a golden period of the business cycle. Advisors are feeling good, cash flow is coming in, clients are happy” and there’s no obvious external threat forcing advisors to consider selling out.
Dan Seivert, Founder, Echelon Partners |
Summary: Succession-driven deal volume among advisory firms will have to pick up, but right now there’s a puzzling lack of activity, said Echelon Partners founder Dan Seivert at the firm’s Deals and Deal Makers Summit in Santa Monica, Calif. on Thursday.
We’re now in a golden period of the business cycle. Advisors are feeling good, cash flow is coming in, clients are happy” and there’s no obvious external threat forcing advisors to consider selling out.
Dan Seivert, Founder, Echelon Partners |
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