Wealth Management EDGE’s Post

At Day 2 of #RIAEdgeWest, the session Hitting the Bullseye: The Forces Bringing Buyers and Sellers Together offered an insightful dive into the M&A landscape for RIAs. Speakers Denitsa Balunis with Edelman Financial Engines, Derek Bruton with Gladstone Associates, LLC, and Kyle Miller with EP Wealth Advisors shared their perspectives on how buyer motivations align with seller goals to create mutually beneficial deals. They discussed key trends shaping the industry and the complexities of navigating successful transactions. It was a fantastic discussion for anyone interested in the dynamics of RIA mergers and acquisitions! #RIAEdgeWest #MergersAndAcquisitions #WealthManagement #FinancialAdvisors #RIA

At Day 2 of #RIAEdgeWest, the session Hitting the Bullseye: The Forces Bringing Buyers and Sellers Together offered an insightful dive into the M&A landscape for RIAs. Speakers Denitsa Balunis with Edelman Financial Engines, Derek Bruton with Gladstone Associates, LLC, and Kyle Miller with EP Wealth Advisors shared their perspectives on how buyer motivations align with seller goals to create mutually beneficial deals. They discussed key trends shaping the industry and the complexities of navigating successful transactions. It was a fantastic discussion for anyone interested in the dynamics of RIA mergers and acquisitions! #RIAEdgeWest #MergersAndAcquisitions #WealthManagement #FinancialAdvisors #RIA

On Monday Alex Charalambous took part in a fireside chat at TSWM – The Summit for Wealth Management. Alex and Martin Brown discussed some of the reasons behind recent mergers and acquisitions in the wealth management space, and what the implications are from a day-to-day business perspective. They both shared their first-hand experience of the lessons they have learned through mergers and acquisitions, and how acquired firms can maintain their brand identity following an acquisition.   It was a great day of networking with fellow wealth management experts and a brilliant opportunity to listen to a lot of interesting conversations about various topics impacting the wealth management industry today.   #mergersandacquisitions #wealthmanagement #TSWMLondon

Attention all small and mid-sized business owners: Making the right capital decisions can make or break your company's success. That's where Oaklyn Consulting comes in. Our expert guidance will help you through even the most complex transactions, including mergers, acquisitions and capital-raising. Don't just take our word for it; check out our recent success story with Proof of the Pudding and Bruin Capital. Click the link to learn more and take your business to the next level: https://lnkd.in/eBXxgbkS #BusinessAcquisition #BuyingABusiness #BuyABusiness #MergersAndAcquisitions

Did you know that only 40% of business owners dedicate more than one year to planning for their exit? With years of experience in mergers and acquisitions, I can help you understand the ins and outs of selling a business, from identifying the best buyers to negotiating the best deal. With the right support, selling a business can be a smooth and successful experience. Scott Nicholson +1 (616) 821-5337 #exitplanning #mergersandacquisitions #SellingYourBusiness #BusinessBrokerage

We are thrilled to have Patrick Morin, Partner with Transact Capital Partners, presenting at our upcoming Client Conference! He will be discussing exit strategies, succession planning, and mergers & acquisitions—key components of effective business planning. Patrick's expertise stems from his role at Transact Capital which specializes in mergers and acquisitions of privately owned companies, including staffing companies with enterprise values up to $250MM. His insights are invaluable for anyone looking to strategically plan for their business's future. Don't miss out on this must-attend session to gain essential knowledge for navigating M&A and succession planning successfully. #BusinessPlanning #MergersAndAcquisitions #ExitStrategies #SuccessionPlanning Julie Ann Bittner Rich Gehrke Amanda Jadro Mary Jo Heim Monica Zell, CPP Michelle Johnson Shelly Wilkinson Aubrey Brandt Jack Lawder

Planning a succession or merger can be one of the most pivotal moments in your firm’s journey. Don’t go it alone! Join Allen Darby, Seth Streeter, and moderator Tom Orecchio, CFA, CFP as they dive into: ✅ Proven strategies for seamless transitions ✅ Best practices for navigating mergers and acquisitions ✅ Insights into overcoming potential pitfalls ✅ Steps to ensure successful integration 📅 Don’t miss this insightful session at the NAPFA Large Firm Forum, February 10-12, in Amelia Island, FL. https://bit.ly/3PkGfSV #NAPFA #NAPFALargeFirmForum #FinancialPlanning #MergersAndAcquisitions #FeeOnly

Smart investors plan beyond timelines, they plan till the exit. To pull this off, you must venture into the unknown, carefully plan the exit, and find the right buyer for amicable terms. Paul Burgon, an expert on mergers & acquisitions, shares his learnings for finding strategic buyers and crafting excellent deals that safeguard your exit plan. Check out our blog to find out what he says: https://lnkd.in/dhB_9Grk #AngelInvestor #BusinessStrategy #Investors #ExitPlan

Step into a world where business meets heart, where resilience trumps all odds, and where bonds are forged stronger than steel. Join us as we navigate the world of mergers and acquisitions, breaking barriers and stereotypes along the way. Listen here: https://bit.ly/3yjSiL1 #chintanproject #businessresilience #entrepreneurshipjourney #leadershipsecrets

🔮 While we don't have a crystal ball to predict what will happen in the estate agency industry soon, we have asked industry experts to shed some light on upcoming developments based on research and their observations. Is the ongoing trend of mergers and acquisitions going to continue? If yes, where does a traditional estate agent fit in all this? Find out in our latest webinar with Richard Palfreeman, Simon Gates, Paul Jamieson, and Stuart Ducker. Watch the webinar here: https://lnkd.in/dtmFf338