Added on December 2016 in M&A Issues
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Summary: Thinking of buying or selling an RIA firm in 2017? Here are 10 — OK, 11 — tips that should help.
Added on December 2016 in M&A Issues
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Summary: Merger and acquisition deals flowed mightily this year, and few expect the torrent to slow in 2017.
Added on December 2016 in M&A Issues
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Summary: The exodus to independence saw a moderate drop-off this year among top-tier advisers. The biggest teams to exit the traditional brokerage model managed a combined $13.3 billion in client assets, and most of them were below the billion-dollar mark. That figure was $18.5 billion in 2015, according to On Wall Street reporting.
Added on December 2016 in M&A Issues
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Summary: After a disappointing 2016 for mergers and acquisitions, next year we’re likely in for a rebound, a new Deloitte report says, with 86 percent of private equity and 71 percent of corporate dealmakers expecting to close more deals in the next year. And
Added on December 2016 in M&A Issues
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Summary: Many aspirational buyers are overconfident in what they believe differentiates them from every other firm out there and focus exclusively on what they are looking for in a seller, failing to appreciate how much competition exits and not taking an objective look at themselves from the seller’s perspective. Especially in a seller’s market such as this, it’s critical that buyers take a hard look at their own firms and honestly answer this question: Why should a seller choose my firm?
