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Financial Advisor June 2006 Cort Smith	Focused On Big Focus Financial has become one of the largest RIAs only months after it opened its doors. Founder Rudy Adolf says they're just getting started.
Investment Advisor June 2007 Bob Clark	The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve.
Financial Planning October 1, 2008 Stacy Schultz	The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years.
Financial Advisor July 2010 Evan Simonoff	Are Advisors Delusional? Fiduciary Network CEO Mark Hurley says they are because they believe their firms are very valuable -- but most aren't.
Investment Advisor January 2007 Kathleen M. McBride	When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know.
Registered Rep. August 18, 2011 Jerry Gleeson	Market Turmoil Could Slow Advisor M&A Two industry experts expect merger and acquisition activity involving registered investment advisors will drop this year if the current volatility in the stock market stretches into the coming months.
Financial Advisor August 2007 Jeff Schlegel	Private-Equity Payout The private-equity tsunami that's sweeping the investing world isn't exactly inundating the financial advisory industry, but it is making waves.
Investment Advisor October 2005 Grau & Grable	The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers.
Investment Advisor December 2009 Mark Tibergien	Formulas for Success: Prudent Man Rule for Practice Purchases Capital constraints, economic uncertainty, and increased levels of caution characterize the current marketplace in advisory firm M&A.
Investment Advisor July 2010 Lewis Schiff	Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown.
Investment Advisor March 1, 2011 Mark Tibergien	Multiple Choice Options abound for creating liquidity and funding growth in your advisory business, but do your research before making the choice to sell your firm to a consolidator.
Investment Advisor May 2008 Mark Tibergien	Time of Reckoning In volatile times, the reality of practice valuations is exposed.
Financial Advisor April 2008 Evan Simonoff	The Big Chill While the financial advisor community and their clients have avoided most of the mortgage-related problems, advisory firms' merger and acquisition activity is suddenly becoming a victim of fixed-income market paralysis.
Investment Advisor October 2006 Mark Tibergien	The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize.
Financial Advisor June 2011 Evan Simonoff	RIA M&A Game Changes A rebound in revenues and assets has not translated into higher valuations for RIA firms or an increase in M&A activity.
Investment Advisor August 2006 Mark Tibergien	Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price.
Financial Advisor February 2009 Rebecca Pomering	M&A In A New World The old assumptions about a firm's value have to be tossed out, and advisors must deal with new ones.
Investment Advisor July 2008 James J. Green	Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market.
Entrepreneur January 2008 David Worrell	Big Deal Organizing multimillion-dollar investments is all in a day's work for this software company.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
Registered Rep. August 25, 2008	What Is Your Practice Worth? Plenty--If You Are Fee-Based Considering selling all or part of your book? Buyers don't seem to care about a business model, they are only interested in the present and future revenue streams.
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
Financial Planning October 1, 2010 Elizabeth Wine	To Market, to Market Observers and participants say the M&A market is just starting to recover from the economic disaster of the last two years, but there's a big price disconnect.
Registered Rep. January 1, 2007 Halah Touryalai	A Match Made in Equity For financial-advisory practices, holding companies are making a come back after a flawed model forced them out of the market in the late 1990s. Now, new players have emerged and this time they're relying on private equity firms to help keep them in the game.
Financial Advisor February 2008 Jeff Schlegal	Strategic Moves Mergers and acquisitions activity in the financial advisory industry has accelerated during the past three years, and United Capital Financial Advisers has done its share of deal making. A profile of the Newport Beach, California-based firm.
Investment Advisor March 2010 Mark Tibergien	Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms.
Financial Advisor September 2009 Evan Simonoff	The Acquired Advisor's Long, Hot Summer Tensions between advisors and consolidators are producing on-the-job retirements at some firms.
Financial Advisor April 2007 Evan Simonoff	Mania In Bloom? A newfangled type of acquirer has entered the financial advisory market. So, how good and fair are these deals? It's obvious that the transactions can work well for the founders, but how about their successors?
Registered Rep. November 26, 2010 Charles Paikert	RIA M&A Deals On Track To Top 2009 Total The number of mergers and acquisitions completed in the registered investment advisor business through the third quarter of this year is near full-year totals for 2009, according to data from Schwab Advisor Services.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
Registered Rep. February 19, 2009 Halah Touryalai	Where the Sellers At? RIAs are Holding Out for Better Deals Schwab executives predicted a decline mergers & acquisitions between RIAs in 2009, as potential sellers hold out for a stronger market and a better deal.
Commercial Investment Real Estate May/Jun 2011 Michael P. Hedden	Bid vs. Ask Motivated investors are closing the pricing gap on institutional assets.
Financial Planning February 1, 2005 David Grau	Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line.
Financial Advisor July 2005 Simonoff & Longo	Merger Mania The price of financial advisory firms is about to go up -- big time. At virtually every level, size and scale of the business, an owner can find many prospective buyers for their firm, practice or book of business.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
Financial Planning May 1, 2005 David Grau	Deal Breakers What are the problems that derail purchases of financial advisory practices, and how can you avoid them.
Financial Planning June 1, 2009 Donna Mitchell	M & A: Who's Buying? Forget the dearth of capital afflicting the rest of the financial industry: RIA firms have access to plenty of money for mergers and acquisitions.
Investment Advisor April 2007 Bob Clark	Walkin' the Walk Mark Hurley's new firm, Fiduciary Network, offers an alternative to advisory firms that don't want to be consolidated.
Financial Planning April 1, 2005 David Grau	Make Them Say Yes Once they have found the right practice to buy, financial advisers should follow these steps to make sure they get noticed in a seller's market.
Financial Advisor March 2004 Tracey Longo	Pace of Advisor M&A Accelerates Make no mistake---when it comes to mergers and acquisitions among advisory firms, it's still a seller's market. But that doesn't mean buyers aren't striking deals that fit their strategic needs superbly, too.
Investment Advisor February 2008 James J. Green	Lessons From a Banker Investment Advisor meets with investment banker Nimi Natan, who specializes in putting together deals for smaller business owners looking to sell or merge their businesses.
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
U.S. Banker April 2005 Michael Sisk	Regulations Add Wrinkle to M&A Caveat Emptor is the name of the game more than ever, lest buyers get saddled with the legal troubles of their new firm.
Investment Advisor February 2007 Mark Tibergien	No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Investment Advisor January 1, 2011 Mark Tibergien	The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years.
U.S. Banker September 2009 Joseph Rosta	Next to Nothing M&A activity is so slow and deals are so small that many buyers and sellers aren t even bothering to use advisors. Until the wave of failures subsides, expect more of the same.
Registered Rep. April 6, 2010 Kristen French	Custodians In Race To Roll Out M&A Tools TD Ameritrade Institutional is rolling out a new online business valuation tool.
U.S. Banker December 2001 Davis & Rosenbloom	Now Could Be the Time to Sell The right moves taken today can help banks get the best deal for themselves, their equity holders and their employees...
Financial Advisor November 2011 Evan Simonoff	M&A Game Changer Leading custodians in the RIA space are offering acquisition financing to firms that do business with them.