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Successful Founder Buyouts – A Case Study

With careful planning, an owner buyout can benefit all parties.

Christina traurigBrandon kawalMackenzie parsonsExtensive researchCornerstone financialBusiness ownershipAdvisor growth strategies

RIA Edge Podcast: Brandon Kawal on Life After the Gold Rush

Advisor Growth Strategies' Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.

United statesBrandon kawalDavid armstrongIndustry research initiative of the yearInforma connect wealth management groupInforma connectWealth management groupAdvisor growth strategiesWith david armstrongWith brandon kawalIndustry research initiativeManagement industryWealth managementThinkadvisor luminaryNew york mets

7 RIA M&A trends from Advisor Growth Strategies report

7 RIA M&A trends from Advisor Growth Strategies report
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Kris carrollLiz koehlerBrandon kawalWealth enhancement group universityWealth enhancement groupAdvisor growth strategiesFidelity investmentAdvisor growthMinnesota based wealth enhancement groupEnhancement group

Binah Capital takes PKS Investments parent public

Binah Capital takes PKS Investments parent public
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesUnited kingdomSouth gloucestershireCraig gouldBrandon kawalRaymond jamesCabot lodge securitiesCetera financial groupCabot lodgeBinah capital groupCapital groupKingswood acquisitionLondon based kingswoodPurshe kaplan sterling investmentsBroadstone securitiesFinancial group

2024: The Year of the Creative RIA Deal

Advisor Growth Strategies expects to see new players enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

John fureyBrandon kawalAdvisor growthPartner john fureyPrincipal brandon kawal

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