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Enjoy listening to Allworth Financial’s Co-Founder, Scott Hanson, as he interviews financial advisory thought leaders about what’s happening today, where our industry is headed tomorrow, and what it means for the typical advisor.
Episodes
Monday Apr 19, 2021
Monday Apr 19, 2021
With 12 transactions under our belt, we have learned a lot about M&A best practices in our industry. How about you? Do you really understand what it takes to acquire or merge with a firm and realize the value of that deal in a meaningful way?
In April’s State of the Industry podcast, Allworth Co-CEO and host Scott Hanson welcomes Pete Engelken, who has not only overseen 12 partnerships as COO of Allworth Financial, but has a long history of quarterbacking deals in the financial services industry..
On “What it takes to be a buyer of firms,” Hanson and Engelken explain to listeners:
- How to find the right partner and cultural alignments
- Why every deal and negotiation are unique
- Where the money originates, how equity is earned, and who assumes the debt
- Overcoming common (and not so common) legal issues
- What industry regulations are at play in a deal
- Negative vs. positive client consent
- Aggregators vs. integrators vs. partial integrations
It’s a white-hot seller’s market. Listen to two senior leaders of the 4th fastest growing RIA in America[1] come together to talk M&A.