The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.
Boost Post-Acquisition Value with Financial Planning Services
Tony Stich, COO of NaviPlan by InvestCloud sat down with Aaron Hasler and Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services. The value increase is magnified in M&A situations where the RIA or advisor has acquired another business that had yet to offer financial planning services to clients.
As Tony Stich explains, financial planning is one of the last bastions of revenue security for financial advisors. It also allows advisors to discover new assets and new opportunities to serve their clients.
How to Increase Post-Acquisition Business Value by Adding Tax Planning Services
When you buy an RIA firm or another advisor's book of business, you expect to achieve an ROI above and beyond the price you paid for the business. As Roger Pine, CEO of Holistiplan explains adding tax planning services can dramatically improve the value of a financial advisory business by adding a new revenue stream and increasing the likelihood that you'll discover new opportunities to serve your clients.
How to Find an RIA to Buy and Successfully Close the Deal
Nick Asmus, President of Berger Financial Group joins Scott Wetzel and Mike Langford to share how he and the Berger team discovered an RIA firm for sale on APBOE and leveraged Skyview's investment banking and financing to close the deal.
Potential Changes to Capital Gains Tax Rates: How RIAs with M&A Plans Should Prepare
Dave Hinnencamp of BerganKDV joins Aaron Hasler of SkyView Partners and Mike Langford to discuss the potential impact of proposed hikes to the capital gains tax rates on the sales of independent financial advisory businesses and RIAs. Dave and Aaron also offer up some recommendations for how advisors should adjust their plans (or not) for selling a practice in anticipation of a rate increase.
How a Barron's Hall of Fame Advisor Acquired His Way to the Top
Over the past 20 years, Jon Kuttin has acquired over 35 financial advisory businesses. As a result, Kuttin Wealth Management has become one of the largest independent wealth management firms in the country.
In this episode of the show, Jon sat down with Scott Wetzel and Mike Langford to share some of his insights about how RIAs and financial advisors should approach the M&A process.
In addition to Kuttin Wealth Management, Jon also owns a consulting firm that helps financial advisors achieve what he calls "quantum growth." You can learn more about the Kuttin Consulting Group here.
BONUS: Scott Wetzel joined Jon for an episode of the Quantum Growth For Advisors Podcast. Give it a listen!
Keys To Closing An RIA M&A Transaction
Buying an RIA business often requires a financial advisor to navigate a roller coaster of emotions. Aaron Hasler and the SkyView Partners team have helped many RIA acquisitions over the years and in this episode, he shares how buyers can close the deal.