RIA Valuation Insights

A weekly update on issues important to the Asset Management industry


3Q17 Call Reports

As we do every quarter, we take a look at some of the earnings commentary of pacesetters in asset management to gain further insight into the challenges and opportunities developing in the industry.

Unsolicited Offers for Your RIA: Is the First Bid the Best?

The primary danger of an unsolicited offer is that it lures potential sellers into thinking the deal is done and the process will be easy.  As with most things in life, if something looks too good to be true, it usually is.

Congratulations! Someone Wants to Buy Your RIA. Now What? (Part 1)

We’ve been asked to review unsolicited offers to buy an asset management firms many times.  As such, we thought it would be worth taking a few blog posts to talk about unsolicited offers, how to approach them, evaluate them, and decide whether to pursue or reject them.

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