Succession

Succession Link, A New Listing Service For Advisors Who Want to Sell Firms, Debuts

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by agluck     May 14, 2013      0.0 (0) Succession Link, which provides business consulting and an online marketplace for advisors who are interested in buying or selling their practices, recently was launched.  

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RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs

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by agluck     April 08, 2013      0.0 (0) Beacon Pointe Wealth Advisors (BPWA) today announced the addition of a fourth advisor partner, $100M AUM RIA Independent Financial Advisors of Riverside, CA. It's the fourth deal consummated by Beacon Pointe within a span of four months from the last transaction. Independent Financial Advisors principals James Valmonte and Teri Parker join BP

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Like Doctors, Advisors Don't Take Their Own Medicine When It Comes To Succession Planning Advice

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by lisagray     June 18, 2012      0.0 (0) When it comes to succession planning, it turns out that advisors face the same hurdles as their business-owning clients. What should be done way in advance and in a manner that anticipates changes in life circumstances or life events often gets thrown together either at the last minute as the need to sell an advisor’s business becomes a r

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Creating A Wealth Management Firm That Will Be Highly Valued When You Are Ready To Sell

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by Joshco0752     March 31, 2012      0.0 (0) If you want your wealth management firm to have real value to an outside buyer, remember that buyers are interested in a increasing and ongoing revenue stream. They are not especially interested in buying a business that depends on your skills at working with clients or that requires highly specialized knowledge.  It’s not that th

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Succession Planning Service Wins Favor With Cambridge's Top Affiliates

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by ScottMartin     March 12, 2012      0.0 (0) Cambridge Investment Research may not be getting all of its affiliates to sign up for succession plan assistance, but a lot of its biggest affiliates are taking the plunge.

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