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.
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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