IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 37

$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!

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