 The succession tidal wave is real, and while you may not see the transactions reflected in the press, there are countless internal transactions that are taking place.”David Selig, Advice Dynamics Partners. |
Succession: the solution within
Trevor Hunnicutt | InvestmentNews, January 2014
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Summary: When it comes to their own retirement, growing numbers of advisers seem to be looking within their firms for an exit strategy. Across the country, consulting firms that specialize in brokering, structuring and providing legal advice on deals involving registered investment advisers are seeing more and more firms broadening ownership or facilitating sales to junior partners, according to several consultants who specialize in the space.
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