Maus
Exit-planning software with business valuations and owner engagement tools for advisors
- Broker-dealers
Practice management & M&A2 integrationsTiered
Valuation and succession tools
Valuation and succession tools, recruiting and transition platforms, compensation and benchmarking.
Showing 4 of 4Most complete profiles first, then A to Z
Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Advisor Legacy
Practice valuation, succession, continuity and coaching for financial advisors
- RIAs
- Broker-dealers
Practice management & M&APer transaction
Valuation and succession tools: questions to ask before you buy
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Valuation and succession tools in the news
- FP Transitions
Multi-owner firms with $100M–$1B in assets draw 48% higher multiple
- FP Transitions
Multi-owner firms with $100M–$1B in assets had 48% higher EBITDA multiple, Wealth Solutions Report column says
- FP Transitions
Oregon deal buys a succession plan, not a map
- FP Transitions
Wealth Enhancement adds a $376 million Virginia tuck-in
- FP Transitions
A free exit score is resettling RIA prices
- FP Transitions
FP Transitions' free tool puts a number on an RIA's exit math