In the competitive world of Registered Investment Advisory (RIA) firms, selling your business can be exciting and daunting. A key factor that can significantly impact...
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...
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...