 A lot of wealth firm M&A deals look bad to sellers in retrospect due to “difficulties among the owners around emotional ties.”Matt Matrisian, head of strategic initiatives, AssetMark
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Want to Sell Your Firm? Then Get Your Head Right
Financial Advisor IQ, August 2017
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Summary: It’s coming to pass as industry watchers have predicted time and again through the last twenty years. With baby-boomer financial advisors surging into and past traditional retirement age their RIAs are changing hands at an ever-faster pace. But some experts warn this activity comes at a steep price – not least in emotional terms for the seller.
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