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).

Investments
Building With Alternatives CAIS Webinar Featuring David Copeland
SWP Principal and Co-Founder David Copeland was a guest on the CAIS hosted webinar Building with Alternatives. CAIS is a financial technology company that provides access, education, and operational efficiency to independent wealth advisors who utilize alternative investments in client portfolios. Throughout the webinar, David shared his views on how SWP builds client portfolios with alternative strategies.  Specifically, David provides insights on alternative asset classes and investment strategies that SWP uses to meet client objectives. Additionally, he discusses the opportunities in alternatives that he is most excited about today, how to build towards a target allocation, practice management with alternatives, and common pushback from clients.
Read More