Added on October 2015 in M&A Issues
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Summary: In today’s M&A rich environment, every advisory firm and financial advisor wants to get in on the action. Unfortunately, though, most would-be buyers and sellers come up empty. Why? Because of unreasonable expectations.
Added on October 2015 in M&A Issues
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Summary: Nearly 75% of the businesses that will go to market will fail to identify an ideal buyer. That’s a lot of time, effort and energy put into something that is so important – only to have nothing to show for all of your troubles.
Added on October 2015 in M&A Issues
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Summary: Ric Edelman's sweet private equity deal is good news for RIAs, especially other big, media-savvy firms. But the industry icon's latest transaction raises concerns about the risks of investing in a firm so closely associated with its namesake.
Added on October 2015 in M&A Issues
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Summary: Since the inception of The Deals & Deal Makers Summit, ECHELON’s mission has been to develop the industry’s most intellectually rigorous event. Here are the 10 Key Takeaways gained by Summit attendees. Do not be surprised if the content within challenges both your preconceptions and conventional wisdom.
Added on October 2015 in M&A Issues
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Summary: Even how they marry intimacy to scale, perhaps it’s no surprise that, in recent years, large regional advisory hubs known as offices of supervisory jurisdiction have proven increasingly popular.
