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Industry Update on M&A: If You Build It, Will They Buy It?
If you’re thinking about how you’re going to live out your business life, considering a recruitment deal, reviewing your firm’s retire-in-place program, or looking to launch an independent firm, understanding your business’ value on the open market is critical. How does the frothy M&A market that value? Part 2 of this 2-part series explores what drives value, and how to build a business that will be “attractive” to acquirers and garner the highest valuation at the end of the day. 
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Industry Update on M&A: If You Build It, Will They Buy It?
The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this 2-part episode compares and contrasts options, including recruitment deals and retire-in-place programs; looks at the components of valuations; shares examples of breakaways whose firms were recently acquired and what made them attractive acquisitions; and more. Listen…
Industry Update: The 10 Characteristics of the Most Successful Teams
From their experience in guiding many of the industry’s elite teams through their successful transitions, Mindy and Louis Diamond have identified common behaviors shared amongst top players that make them stand apart from others in the field. In this episode, they share 10 practices that any team at any level can adopt—whether they work as employees at a big brokerage firm, are independent business owners, sole practitioners, or part of an ensemble group. Listen…
The Complete Industry Update Series
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