Acquisition
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31 May 2023
Maximizing Value: Unlock the Potential When Selling Your RIA
Selling your independent RIA to another RIA can be a complex process driven by several factors such as valuation, compliance requirements, client service continuity, and...
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4 Apr 2023
RIAs: What You Need to Know about Wealth Management Consolidation
As the landscape of the financial services industry continues to evolve, registered investment advisor (RIA) firms are experiencing a significant wave of consolidation in today’s...
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24 Feb 2023
Selling Tips: Choosing the Right Culture for Your RIA
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...
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9 Dec 2022
Brightline Group has Joined Forces with ViaWealth in Minnesota
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...
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15 Nov 2022
Merging RIAs? These 10 Factors Can Align Business Interests
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...
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31 Oct 2022
Maximizing the Value of Your RIA Practice: How to Find the Best RIA to Sell To
Chances are you did not wake up one morning and decide to sell your RIA to the highest bidder. There is a good chance you...
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31 Oct 2022
Nine Considerations For Financial Advisors Selling Their RIAs
The motivation for financial advisors to sell their RIAs can vary with their goals, ages, and retirement plans. Younger advisors may want to sell their...
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