Jan 13, 2021
Despite the challenges of 2020, the year closed with M&A activity at a record-setting pace and no signs of slowing going into 2021. Whether advisors are interested in selling all or a portion of their businesses, there are important steps they can begin to take today to help maximize their valuation in the future and...
Nov 18, 2020
Whether you’re seeking an external partner for the purpose of retirement, succession planning, or taking your business to the next level, the merger and acquisition (M&A) process can be daunting for any advisory firm. How do you find the right partner? How do you ensure a good cultural fit for your staff and...