Jun 24th, 2020
M&A activity was slow over the last few months, but it was not all quiet. As the ground begins to thaw and offices begin to (cautiously) reopen, hear why some advisors have decided to join forces to secure the desired future for their firm and quit competing for the same clients.
In this edition of our State of the Industry podcast, join Co-CEO and podcast host Scott Hanson as he welcomes Allworth’s newest partners, Bob Frater and Chris Brown, principals at Houston Asset Management.
Bob and Chris discuss:
- The logistics of the partnership
- Equity considerations
- What was easy, and what most surprised them
- And why they decided to make the change when they did
Finally, Scott welcomes Allworth’s Chief Operating Officer, Pete Engelken, who discusses firm valuations along with other aspects of the nine unique partnershipsAllworth has completed in just the last three years.
Find out more here: https://allworthpartners.com/