The Evolution of Advisor M&A Deals: What to Know Now

If you are an advisor looking to monetize your firm or book of business, you are belle of the ball — and it’s become a big ball. Take your time to get aligned and understand your options, but don’t forget that there is a pace and a rhythm to the dance.

If you want to become a serial acquirer, you have tough competition from private equity-backed buyers, so you need to have a strong value proposition. That means a model and deal structure that are attractive to the sellers who have objectives other than getting top dollar for their firms.

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