Tag: M&A

A Step-By-Step Guide to Understanding RIA M&A Transactions

A Step-By-Step Guide to Understanding RIA M&A Transactions

What Must Investment Advisers Know About Selling Minority Stakes in Their Firms to Avoid Bad Outcomes?

How can RIAs Avoid Mistakes when Selling a Minority Ownership in Their Firms?

Selling RIA

What’s My RIA Worth and How Can I Maximize Value When Selling My RIA?

mergers and acquisitions

A Roadmap for Selling an RIA or Buying an RIA