If you have been considering selling your RIA firm, several complexities are involved in determining and obtaining a fair valuation. Knowing what to consider when...
Selling to the highest bidder isn’t just about getting the highest price for your business. It’s also about ensuring you’ve found a partner who respects...
Are you considering selling your RIA practice? It can be a great way to transition to retirement or pursue other objectives. However, it’s important that...
Brightline Group, a Minnesota-based financial advisory firm founded in 2011, has joined forces with ViaWealth LLC, effective November 4, 2022. Brightline Group will operate as...
You have made the decision to sell your RIA. In today’s market, there are more buyers than there are sellers. That’s because merger-and-acquisition is definitely...