RIA M&A Process Is More Math Equation Than Cookie Cutter

Published on November 5, 2025

M&A is more like a math equation. Your firm plus the desired one should equal what you would like to see occur. There are many other desired outcomes of these deals. For that reason, evaluating each deal with the exact same metrics is preposterous and unhelpful.

Continue reading on website
Other news

Flat Fees, Real Alignment: Why Advisors Need to Rethink the AUM Habit

November 5, 2025
AUM-based compensation was a necessary evolution. But it isn’t the endpoint. If our profession is serious about being a profession, not an asset-gathering enterprise, we must continue to evolve. That means taking a hard look at how we get paid.

Elevation Point Hires Former FiComm President as Head of Wealth Solutions

November 5, 2025
Elevation Point has also promoted Brad Smithy, founding partner and head of wealth management, to the position of president, wealth management.