Navigating M&A in Financial Advisory

This chapter explores the vital role of mergers and acquisitions in the financial advisory industry, highlighting opportunities for advisors, particularly those in traditional firms. It discusses the potential value and various options available to advisors considering independence versus remaining in established firms, and emphasizes the importance of understanding business valuations. Through analysis of significant transactions and internal program transitions, the chapter guides advisors in making informed decisions about their career paths and the long-term potential of their businesses.