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Advisor M&A Trends for End of 2022 and Beginning of 2023
Advisor M&A Trends for End of 2022 and Beginning of 2023 M&A activity has exploded in the financial advisor industry over the last five years. Access to capital, the entry of new buyers both within the industry and from outside private equity firms,...
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How Value Is Determined for OSJ and Specialty RIA Practices
How Value Is Determined for OSJ and Specialty RIA Practices The financial advisor industry presents many unique challenges and considerations when it comes to valuing the business. In most practices, the value of the business is based largely on the...
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