By Louis Diamond, TheDailyUpside.com - Most advisors misjudge their business’s value, not because of the number, but because of the...
READAnalysis of mergers and acquisitions, practice valuations, private equity investment, and consolidation trends shaping the wealth management industry and advisor enterprise value.
By Louis Diamond, TheDailyUpside.com - Most advisors misjudge their business’s value, not because of the number, but because of the...
READBy Louis Diamond, TheDailyUpside.com – Most advisors misjudge their business’s value, not because of the number, but because of the framework. Learn what really drives enterprise value.
By Allie Brunwasser, FA-Mag.com – As advisors evaluate firms, ownership structure is becoming a more important part of the conversation. Allison Brunwasser explores how privately held, publicly traded, and private equity-backed firms can impact culture, growth, and long-term enterprise value.
By Mindy Diamond, Forbes.com – For employee advisors who are taking a “bigger picture look” at their business, here are 3 valuation scenarios to consider that can help you determine if where you are currently practicing will allow you to maximize value at the end of the day.
By Louis Diamond, Barron’s – There are now multiple ways independent advisors looking to buy, grow, or transition their practice can unlock some liquidity.
By Mindy Diamond, WealthManagement.com – So you’re considering independence and the potential of taking on a capital partner. Is that the right move—or is there a better way to financially de-risk the leap? Here are 5 things to consider.
By Louis Diamond, CityWire.com – In years past, a $1B+ independent firm would have automatically considered themselves a legitimate buyer. But today, with the red-hot M&A market spurred by scores of private equity capital, serial acquirers, and the emergence of mega-RIAs boasting a full suite of comprehensive client services, AUM is no longer a predictor of buyer status.
By Louis Diamond – While mergers and acquisitions are typically associated with existing RIAs and independents, the fact of the matter is that anytime an advisor is offered a recruitment package from a brokerage firm, that firm is in essence “buying” a business and conducting its own due diligence process to assess value—so understanding that value is imperative.