Tag - Practice | First State Bank Nebraska

How Value Is Determined for OSJ and Specialty RIA Practices

Posted on: December 12, 2022 by First State Bank Nebraska in Salt Creek

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...

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Tags: business model, cash flow, financial advisor, OSJ, Practice, RIA, value
Tips for Advisors Looking to Acquire a Practice

Posted on: November 1, 2022 by First State Bank Nebraska in Salt Creek

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...

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Tags: acquisition, financial advisor, Practice, strategy, Tips