SS&C Deliver Conference – Understanding Your Firm’s Valuation and Why it Matters

Neal Price, Principal of Strategic Wealth Partners (SWP), spoke to a group of financial advisory professionals at SS&C Deliver 2017 conference in Chicago. Merger and acquisition activity among RIAs continues at a record pace. Given SWP’s appetite for inorganic growth through mergers and acquisitions, Price served as an industry expert on the panel discussion about the key drivers of firm valuation that matter in any transaction.

SWP joined Focus Financial Partners in 2014, and since has completed three small transactions with other advisory firms.

“We partnered with Focus in part to gain access to their M&A resources and financing,” Price said. “There needs to be a lot of M&A activity. There are too many 55- to 60-year-old advisors in the industry who have no succession plan. They owe it to their clients to have one.”

Read more at SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

Categories

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

News
Strategic Wealth Partners to Join Kovitz
NEW YORK – April 2, 2024 – Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”).
Read More
Financial Planning
Potential Impacts of AI on the Financial Services Industry
The financial world is no stranger to disruption.  The latest wave comes not from rogue traders or flash crashes, but from silicon and code.  Artificial intelligence (AI) is rapidly transforming many industries, including the world of finance.  But what might this mean for consumers seeking financial guidance?
Read More