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Successful Founder Buyouts – A Case Study

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

Christina-traurig
Brandon-kawal
Mackenzie-parsons
Extensive-research
Cornerstone-financial
Business-ownership
Advisor-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.

California
United-states
Phoenix
Arizona
Californian
Brandon-kawal
David-armstrong
Industry-research-initiative-of-the-year
Informa-connect-wealth-management-group
Informa-connect
Wealth-management-group
Advisor-growth-strategies

7 RIA M&A trends from Advisor Growth Strategies report

7 RIA M&A trends from Advisor Growth Strategies report
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Kris-carroll
Liz-koehler
Brandon-kawal
Wealth-enhancement-group-university
Wealth-enhancement-group
Blackrock
Advisor-growth-strategies
Fidelity-investment
Advisor-growth
Minnesota-based-wealth-enhancement-group
Enhancement-group

Mercer Advisors Acquires $465M Colorado Firm

Transitions Wealth Management serves about 400 clients and is based out of Denver, Colo.

Denver
Colorado
United-states
Dallas
Texas
Bruce-bendell
David-barton
Micheller-sandt-wade
Gary-saltzman
Michael-simmons
Mercer-advisors

DFPG Investments Debuts Diversify Advisor Network

The alts-focused investment manager reorganizes to expand affiliation options, welcomes three recruits with $560M+ in assets.

Honolulu
Hawaii
United-states
Utah
Laguna-niguel
Michael-collins
Ryan-smith
Mike-wunderli
Brandon-kawal
Wells-fargo
Advisory-services
Wealth-solutions-in-honolulu

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