Together We Grow: Mergers and Acquisitions

Without exception, the independent financial advisors that we talk to are looking to grow their business. We help advisor offices grow by helping them... 

                          1) Expand into new business lines

                          2) Increase revenue streams

                          3) Find advisors to recruit 

                          4) Identify capital for reinvestment in the firm 

When it comes to helping advisors find additional capital for reinvestment, our first step is putting them in touch with a trusted source to help identify their goals, stress test their business and prepare their business for the deal, whether it be for practice succession, acquisition, merger or debt restructuring

Historically, bank financing for mergers and acquisitions was very limited for financial advisory practices due to nominal tangible assets. But according to FA Insight Mergers & Acquisitions 2019 Mid-Year Update just six months into the year, 2019 already ranks as one of the five most active years on record for registered investment advisor (RIA) deals.

In recent years, the majority of M&A deals were done due to retiring financial adivsors but now it is also so that younger advisors can scale their business. Another recent change is the increasing interest of private-equity investors in the industry. 

In collaboration with SkyView Partners, a team of financial advisory industry veterans, Resources is hosting a Power Lunch in the Kansas City Area in September.  Click here to register.

Advisory Practice M&A Power Lunch-1

If you would like to learn more about Resources or growing your business give me a call at 913.521.2322. 

Carrie Ohm on August 8th, 2019

Posted by Carrie Ohm

Carrie Ohm is excited about telling Resources story and inviting advisors and advisory firms to share ideas, tools and talent. She spent the first part of her career in financial services as an adviser recruiter for an independent broker-dealer. Twelve years later, Carrie moved to the RIA channel, seeking a platform with more flexibility, higher earning power and less red tape for advisors who act in the best interests of their clients. Carrie graduated from the Personal Financial Planning program at Kansas State University. She also serves on the board of the Financial Planning Association of Greater Kansas City as well as the K-State PFP Alumni Board.

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