On this episode of SOI podcast, we welcome Scott Hanson,: Co-Founder of Allworth Financial as our host. He shares an insightful discussion with Chris Oddy, Allworth's Chief Financial Officer

 

Key Takeaways:

  • The reasons behind the blistering acceleration of M&A
  • What’s a fair selling price for a firm in the $200M to $300M AUM range?
  • What principals can do to prepare for a potential merger or sale
  • Why firms should focus on revenue streams, growth and client mix
  • Why 2021 might be a surprising year
  • Understanding the importance of the distribution of fixed and variable costs when considering partnering with outside investors
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