Current Trends in Advisory Firm M&A

Edge TV brought to you by Sponsored Content WealthManagement Edge>WealthStack Current Trends in Advisory Firm M&A Rising interest rates haven’t chilled the still hot advisory M&A market, says Eric Leeper, who sees more interest among younger owners.

 

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As smaller advisory firms seek scale, more of their owners are beginning strategic M&A discussions at an earlier age, observes Eric Leeper, Chief Financial Officer at FP Transitions. Also different, he explains, are deal terms that include arrangements that extend well past the closing.  

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Originally posted on: https://www.wealthmanagement.com/wealthstack/current-trends-advisory-firm-ma