How Advisors And Firms Actually Maximize Business For M&A Deals
Experts From Sanctuary Wealth, Berkshire Global Advisors, NewEdge Advisors And Householder Group Discuss Pre-Exit Growth Strategies
Wealth Solutions Report 6/22/24 (Written by Larry Roth, Co-Founder of Ascentix)
While much of the coverage in the independent wealth management space addresses advisor moves and M&A, it’s rare to come across industry news reports with insights on what exactly advisors and firms can do to improve their deal processes and outcomes.
For my part, I have strived to help fill that void in coverage through my Larry’s Takes atop our weekly Deals & Recruiting Roundups, which have covered more than 80 specific M&A deals involving wealth management firms so far this year. Taking the search for insights a step further in this article, I have looked at several crucial factors.