If You Build It, Will They Buy It? A Special Industry Update on M&A

About this episode…

Mergers and acquisitions in the wealth management industry continue to break records and dominate the headlines, particularly those at the “enterprise-level”—like LPL’s acquisition of Commonwealth.

While that transaction rocked the world at Commonwealth, many advisors have a more “personal” interest in M&A. Specifically, they’re thinking more about their own business and maximizing enterprise value so that one day they can sell it on the open market.

We’re often asked about the concept of M&A, especially by advisors who work in the wirehouses or are building their practices at other employee-model firms. They’re often attracted to the potential of building an independent business that they can monetize at the end of the day, but they are unclear on what it takes to get from A to B and beyond.

And they’re wondering, “If I build it, will they buy it?”

In this episode, Mindy Diamond and Jason Diamond explore the answer to that question and more, including:

• Evaluating the options available in the industry landscape—and how to determine which can best support the prospect of M&A.
• The realities of business valuation—and what you need to know to build for maximum enterprise value.
• Buyers and sellers—and how to determine “who” might be the best partner.
• Selling equity—and recognizing the upsides and downsides.
• The “right” next step—and what alternatives make more sense for those not ready to launch and sell an independent business.

It’s a download on M&A for the advisor or recent independent business owner who wants to better understand their options for building a practice well-poised for growth and sale potential.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.