The 7 Drivers of Enterprise Value

By Louis Diamond via

Announcements of mergers and acquisitions continue to dominate the headlines as private equity firms, banks, consolidators, regional RIAs and the like capitalize on the significant headwinds facing standalone independent firms and RIAs.

The reality is that we are in the midst of a “seller’s market”, and as such, there are plenty of firms that would benefit from M&A. Even a wirehouse “sunset program” – where a retiring advisor can monetize his business via an internal transition – can essentially be considered an opportunity for the right buyer. Benefits and opportunities aside, the fact remains that many of these potential sellers don’t really have a clear picture of how much their businesses are worth, let alone the benefits they may gain from M&A.

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