IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
AFO WEALTH MANAGEMENT FORWARD PODCAST
$100 Billion+ Firms - RIA M&A Market, Private-Equity, and Accounting Firm Opportunity
Rob and Rory are joined by Charles Paikert, Contributing Writer for Barron’s Advisor and U.S. Correspondent for Family Wealth Report. In this episode, Charles talks about the frenzied M&A activity in the RIA space, which has a tremendous amount of demand and a limited amount of supply. He talks about $500 Million AUM firms getting more than 10X EBITDA with 80% to 90% cash at closing. They also talk about CI Financial’s rapid growth in the US market, where they have bought over 20 firms in a little over 22 months, with over $100 Billion of that being in Wealth Management holdings. Charles discusses the impact that Private Equity is having on M&A activity, citing 70% of deals were PE-backed in the 3rd Quarter in 2021. Learn why Private Equity is so attracted to RIA’s and how accounting firms can leverage this model to increase their enterprise value. Is Private Equity coming after Accounting Firms next? Find out on this engaging and informative podcast!
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FIRM ARE YOU?
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
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THROUGH OUR PROGRAM
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
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