Advisor Growth

Official page of Advisor Growth Strategies. Leading management consulting and transaction advisory firm for the nation's top advisory firms.

[Advisor Growth @AGS_Wire]

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.

[Advisor Growth @AGS_Wire]

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

[InvestmentNews @investmentnews]

RIA M&A takes a breather in 2023 – a blip or a shift? Experts remain optimistic, viewing it as a temporary plateau rather than a long-term decline. Explore the resilience of RIA firms in the evolving financial landscape!

https://t.co/Bth8f1EqLl

[Advisor Growth @AGS_Wire]

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. https://t.co/JBVjE1kKKE

[Advisor Growth @AGS_Wire]

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: https://t.co/qVoEP5Xj1p

[Advisor Growth @AGS_Wire]

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

[Advisor Growth @AGS_Wire]

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:

[Financial Planning @finplan]

The influx of the @lincolnfingroup wealth business poses complications to @osaic_inc’s debt levels and financial advisor retention strategy as the firm goes through its own restructuring. #growthstrategies #financialadvisors #privateequity https://t.co/4pj9bmX5Ph

[Advisor Growth @AGS_Wire]

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.”
https://t.co/XDW3uFgM3G

[Financial Planning @finplan]

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
https://t.co/XHGJB3z5qI

[Advisor Growth @AGS_Wire]

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

https://t.co/RxZNexa8eV

[Brandon Kawal @BKawal_AGS]

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

[StreetCred PR @StreetCred_PR]

“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 ✨💡

[Walter K Booker @wkb_flnj]

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!

[Advisor Growth @AGS_Wire]

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. 

https://t.co/GyjWIWdKdF

[Advisor Growth @AGS_Wire]

"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:

https://t.co/JCOINWn0Eh

[Advisor Growth @AGS_Wire]

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!

[Advisor Growth @AGS_Wire]

“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: https://t.co/OKXhkFVkwv

[Advisor Growth @AGS_Wire]

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: https://t.co/XBpcvzWQaw

[Advisor Growth @AGS_Wire]

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.

https://t.co/Jxy7bfbu5v

[Advisor Growth @AGS_Wire]

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

[Advisor Growth @AGS_Wire]

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