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  SEP 2, 2021

  BNY MELLON'S PERSHING

Advisor Growth Strategies explains how the M&A market is maturing with well capitalized partners seeking to buy or partner with independent RIAs, offering a variety of economic models, degrees of control and exit timing scenarios.

Now more than ever, designing and implementing a succession plan is a critical and foundational element of every successful advisory firm. How will clients be served, and who will continue to lead your firm when the current generation of ownership leaves? A well-crafted succession plan helps firm owners achieve alignment between their personal and professional goals and can serve as a powerful tool for improving firm value.

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Realizing the Value of Your Life’s Work: Building a Sustainable Succession Plan

Advisor Growth Strategies explains how the M&A market is maturing with well capitalized partners seeking to buy or partner with independent RIAs, offering a variety of economic models, degrees of control and exit timing scenarios.

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BNY Pershing

BNY Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on BNY Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

BNY Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, BNY Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY company. 
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