Three Factors Key to M&A Partnership Success
The consolidation of the wealth management market continues at a record pace. M&A activity has increased across the industry for nine consecutive years. While M&A is not for everyone, it can be a great option for financial advisory firms that desire to grow as well as RIA owners who seek a succession plan solution. The session is intended to help you make the best informed decision regarding your prospective M&A partnership options.
Learning Objectives:
- Define personal, team, and firm objectives
- Determine valuation and price negotiation
- Evaluate culture and determining fit
