Advisor Growth

March is off to a great start. Thank you to both @Pershing and @dimensional for hosting two fantastic events! And thank you to Timothy Decker and @jpcollins from @greenspringadv for sharing your M&A experience on stage with @AdvisorGrowth for the DFA audience.

“It was a tale of two halves of the year,” @BKawal_AGS shares his perspective on #RIA M&A demand with @investmentnews:

The 2024 RIA Survey is now live and we want to hear from you on M&A and the impact of 2023 on your firm's future! All survey participants will remain anonymous and will receive an invitation to join a private webinar featuring survey findings. bit.ly/4beAkbA

Kicking off 2024 with a big congratulations to Transitions Wealth Management, LLC and @MercerAdvisors on their new partnership! AGS is proud to have served as Transitions Wealth Management's transaction advisor. Check out the details here: bit.ly/3vluFAn

Wishing a happy holidays to our clients and industry friends! Thank you for trusting AGS to help advance your businesses this year!

AGS Founder John Furey @AdvisorGrowth weighs in on the Osaic-Lincoln deal with @TobySalFP , "I see this as a clear indication of building one of the largest integrated wealth platforms in the U.S." Check out the rest of the coverage with @finplan:

AGS Principal, @BKawal_AGS, weighs in on the 2024 M&A outlook with @advisorhubinc , “This is where I believe resiliency will continue. #Deals will continue. The signals in the space are pretty strong that we should expect more M&A.” advisorhub.com/resources/ma-a…

Here’s a deep look at all of the tax issues involved with selling or buying an RIA, including topics like entity structure, allocations in an asset purchase and many different planning strategies. #taxstrategy #financialplanning #mergersandacquisitions bit.ly/3uBrkMU

AGS Consultant, Rebecca Daves, shares her perspective on the tight #labor market and how #RIAs are building diverse teams and providing development as they recruit with clearly defined training and career paths. Read the rest with @AdvPerspectives advisorperspectives.com/articles/2023/…

Agreement that valuations haven’t declined, but nuance and purpose are key. Still lots of optimism about the near future. Fresh takes on valuation and #RIA M&A with no fluff. Great all-star panel at #MSUM23 with @AngieHerbers @AdvisorGrowth @DavidDeVoe1 @ADP_CEO

“Valuation should have a purpose. The purpose could be to sell your firm, change control of it... And the future of valuation should be dictated by the owner based on their business objective.” — @advisorgrowth at #MSUM23 with @AngieHerbers, @ADP_CEO, and @DeVoeCo ✨💡

If you want to understand the value of an #RIA, who better to share their perspectives than @ADP_CEO, @AGS_Wire and @DeVoeCo, guided by the incisive @AngieHerbers? #MSUM23: You gotta be in this room!

Join Managing Partner, @AdvisorGrowth , and Principal, @BKawal_AGS , for a year-end review. AGS will share top trends and questions from 2023 engagements on business management strategies, #compensation, #equity, talent retention, and #valuations.  bit.ly/3uHQA4n

"There’s no such thing as a passive investor in our industry. Someone else is in the tent, " @BKawal_AGS shares his take on the trade-offs #RIAs should consider when evaluating a minority investor in @paikert's latest for @barronsadvisor: barrons.com/advisor/articl…

We are thankful for our clients and industry friends who have supported AGS this year. To give back to our local community, the Phoenix team had the opportunity to serve at @StMarysFoodBank, Arizona's largest food bank. We wish you and your families a happy Thanksgiving!

“Many years ago it was just investments and portfolio allocation, then it was investments and financial planning. They're doing everything financially related for clients.” @AdvisorGrowth discusses the evolution of #RIA services with @finplan: financial-planning.com/news/tax-servi…

RIAs derive “at least a third, maybe even half” their value from their enduring and comprehensive ties to clients. AGS Founder John Furey @AdvisorGrowth weighs in with @TobySalFP on a recent study of #RIA growth with @finplan. Check out the full story: financial-planning.com/news/new-acade…

Why is RIA education so crucial in today’s competitive environment? What does education mean for advisors and their clients? @BKawal_AGS shares his perspective with Private Wealth Magazine on why ongoing education plays a critical role in #RIA M&A. pw-mag.com/optimizing-edu…

In case you missed John Furey on stage at IMPACT: 🔦 "It's about preparing to find a partner and demonstrating a track record. Don't try to flip the light switch on right before you do the deal." - John Furey (@AdvisorGrowth) #schwabimpact

The AGS team had a great time at #SchwabIMPACT -- hats off to @Schwab4RIAs for a great event. Thank you to everyone came by the booth or attended John's session. If you were able to score an AGS hat, tag @AGS_Wire or @AdvisorGrowth when you wear it! #schwabimpact