Month: February 2026

Wealth management is entering its next phase of evolution referred to as Wholistic Financial Planning. Over the past decade, much of the industry’s focus was centered on scale, succession planning, and technology modernization. RIA M&A activity reflected this momentum, the more firms sought...

From the series 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence By the time a company reaches the due diligence process, most founders assume the hard work is behind them. The story has been told, the buyers are engaged, and an indication of interest is on the table....