Salt Creek

Advisor M&A Trends for End of 2022 and Beginning of 2023 M&A activity has exploded in the financial advisor industry over the last five years. Access to capital, the entry of new buyers both within the industry and from outside private equity firms,...

Read More

How Value Is Determined for OSJ and Specialty RIA Practices The financial advisor industry presents many unique challenges and considerations when it comes to valuing the business. In most practices, the value of the business is based largely on the...

Read More

Tips for Advisors Looking to Acquire a Practice Despite market volatility, advisor M&A activity is still going strong. Interest in acquisitions has grown tremendously, thanks to advisors gaining greater access to capital and other resources. As media...

Read More

How Adopting Technology Impacts Practice Value Much of the financial advisory industry had resisted mass adoption of technology over recent decades, but market and environmental pressures during the past few years have made it a necessity. The circumstances...

Read More

How To Do A Claw Back On An Advisor Acquisition In a previous post we discussed a few of the protections buyers can put in place to preserve their interests during an acquisition. The primary purpose of the protections is to minimize client attrition...

Read More

Leveraging Broker Dealer Resources During an Acquisition Acquisitions can be a positive and exciting way to grow a financial advisor practice. They can also be challenging. There are many resources available to advisors that can help alleviate some...

Read More

Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer Advisor interest in acquisitions has grown tremendously over the last few years. Practices of every size have gotten in the game, even if only to make a single acquisition. Advisors...

Read More

Strategies Advisors Are Using To Find Acquisition Deals As access to capital has improved, the number of advisors looking to make acquisitions has greatly increased. Buyers still far outnumber sellers, which has helped to make competition fierce. Although...

Read More

How A Fluctuating Economy Impacts Advisor M&A Financial advisors are always hyper aware of fluctuating markets and how those markets impact their clients. This is especially true during sudden downturns, which can cause many clients to become fearful...

Read More

Key Changes To Make During A Partner Buy-In Buying into a financial advisory practice can be a very exciting endeavor. The potential to grow professionally and personally are what often drives advisors to make this change. An equity purchase doesn’t...

Read More