Added on January 2015 in M&A Issues
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Summary: Savant Capital Management didn't just buy an accounting firm -- the $4 billion RIA also bought a hedge against future revenue risk, says CEO Brent Brodeski.
Added on January 2015 in M&A Issues
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Summary: It is an issue that many financial advisors will face during their careers. And it figures to significantly affect the course of their careers. When you leave a firm to start your own or join another, how much can you do to recruit the clients at your current firm to come with you?
Added on December 2014 in M&A Issues
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Summary: As advisers you have the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But the ultimate value, that all of these things build to, is the total value of your business.
Added on October 2014 in M&A Issues
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Summary: While outright acquisitions and deals get all the media attention, mergers are quietly transforming the industry. At the time you read this, thousands of advisors are negotiating the combination of their practices with others in order to create scale, leverage each other’s skills, gain resources, and tackle succession. Perhaps the fastest and best way to grow into a bigger firm is by merging with another business.
Added on October 2014 in M&A Issues
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Summary: The merger of two prominent Colorado advisory firms has earned them the top spot in wealth management in the state. The combination of Wood Investment Counsel of Denver and Obermeyer Asset Management of Aspen will manages $1.7 billion assets — beating out Weatherstone Capital Management of Denver, which oversees $1.2 billion in assets.
