The Advisor Financing Forum

Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.

Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses. Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump" to get a sense of how the M&A market in 2023 was rounding out. And as you'll hear in this expanded conversation on the topic, the market continues to be dynamic and vibrant across a variety of segments.

Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry. This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the same title. Katie, Aaron, and Mike explore the fundamentals for RIAs and independent financial advisory businesses who are looking to buy or sell a business in today's environment. The trio also shine a light on some of the evolving needs of today's wealth management firms and why these needs are fostering a new type of acquisition behavior. One driven primarily by the need to acquire talent.

Performance Psychologist Jon Randall, from eXtraordinary Financial Advisors joins Aaron Hasler and Mike Langford to explore strategies that advisors can use to push through the natural plateaus and obstacles that often get in the way of growing your business organically or via acquisitions.

Trending Ideas And Current Events Affecting M&A Financing For Wealth Management In this podcast version of the Borrower Briefing Webinar for March 2023, Aaron Hasler, a Managing Partner and CoFounder at SkyView and Rob Perry, SkyView's Chief Financial Officer join Mike Langford for an exploration of "Borrower Best Practices". Relationships matter just as much as the quantitative activities and metrics when it comes to successfully navigating the borrowing process.

Trending Ideas And Current Events Affecting M&A Financing For Wealth Management In this podcast version of the Borrower Briefing Webinar for January 2023, credit and lending experts Chris Jewett and Nick Barker join Mike Langford to share their insights on the current state of lending in the wealth management industry. The briefing covers timely and pertinent topics financial advisors acquiring practices should know. Buyers who prepare early and are educated about lending can win with deal structure over their competition.

Duncan MacPherson, CEO of Pareto Systems and author of "The Blue Square Method" joins Aaron Hasler and Mike Langford to go deep on what financial advisors can do to ensure the get the most out of a business that they acquire. Be sure to check out Katie Bruner's appearance on Episode 27 of the "Always On with Duncan MacPherson Podcast" Bonus: As Duncan mentioned during the show, you can get free access to The Practice Management Index as a listener to our show.

Nick Barker, Chief Banking Officer of SkyView Partners joins Aaron Hasler and Mike Langford for a detailed discussion on how independent financial advisors and RIAs should approach M&A deals during a rising rate environment. This episode was recorded shortly after the Fed raised rates by 75bps with an anticipation of additional rate increase to follow in coming months.

Aaron Hasler, Managing Partner at SkyView Partners explains why we are seeing a huge boom in the number of mergers and acquisitions for RIAs and independent financial advisory firms.

Tony Stich, COO of NaviPlan by InvestCloud sat down with Aaron Hasler and Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services. The value increase is magnified in M&A situations where the RIA or advisor has acquired another business that had yet to offer financial planning services to clients. As Tony Stich explains, financial planning is one of the last bastions of revenue security for financial advisors. It also allows advisors to discover new assets and new opportunities to serve their clients.

When you buy an RIA firm or another advisor's book of business, you expect to achieve an ROI above and beyond the price you paid for the business. As Roger Pine, CEO of Holistiplan explains adding tax planning services can dramatically improve the value of a financial advisory business by adding a new revenue stream and increasing the likelihood that you'll discover new opportunities to serve your clients.

Nick Asmus, President of Berger Financial Group joins Scott Wetzel and Mike Langford to share how he and the Berger team discovered an RIA firm for sale on APBOE and leveraged Skyview's investment banking and financing to close the deal.

Dave Hinnencamp of BerganKDV joins Aaron Hasler of SkyView Partners and Mike Langford to discuss the potential impact of proposed hikes to the capital gains tax rates on the sales of independent financial advisory businesses and RIAs. Dave and Aaron also offer up some recommendations for how advisors should adjust their plans (or not) for selling a practice in anticipation of a rate increase.

Over the past 20 years, Jon Kuttin has acquired over 35 financial advisory businesses. As a result, Kuttin Wealth Management has become one of the largest independent wealth management firms in the country. In this episode of the show, Jon sat down with Scott Wetzel and Mike Langford to share some of his insights about how RIAs and financial advisors should approach the M&A process. In addition to Kuttin Wealth Management, Jon also owns a consulting firm that helps financial advisors achieve what he calls "quantum growth." You can learn more about the Kuttin Consulting Group here. BONUS: Scott Wetzel joined Jon for an episode of the Quantum Growth For Advisors Podcast. Give it a listen!

Buying an RIA business often requires a financial advisor to navigate a roller coaster of emotions. Aaron Hasler and the SkyView Partners team have helped many RIA acquisitions over the years and in this episode, he shares how buyers can close the deal.

Scott Wetzel and Aaron Hasler of SkyView Partners join Mike Langford to explore a variety of deal types for RIA and financial advisory business M&A transactions. The gents also share how RIA lending is expanding the deal options for buyers and sellers.

Aaron Hasler and Kara Miller of SkyView Partners join Mike Langford to share their insights on the six key questions a buyer should ask a seller when hoping to acquire an RIA firm or independent financial advisor's book of business.

In this second episode of the "Back to Business 2021" series Scott Wetzel, Aaron Hasler, and Kara Miller join Mike Langford for an in-depth conversation on how RIAs and independent financial advisors can best prepare for buying a business. You can watch a video of the webinar on the SkyView Partners YouTube channel.

Aaron Hasler of SkyView Partners joins Mike Langford to share important trends and expectations for M&A activity within the RIA and independent financial advisor market. Aaron also offers several key recommendations for advisors and firms looking to explore a merger, acquisition, or business sale in 2021. You can see the video of the webinar on YouTube.

Scott Danner, CEO of Freedom Street Partners shares what he has learned by acquiring the businesses of several financial advisors over the years. Scott also explains how working with Aaron Hasler and the team at SkyView Partners has accelerated their ability to grow through acquisition. The access to financing and professional guidance has been crucial to Freedom Street Partner's success.

Only a few short years ago it was almost unheard of for a bank to lend RIAs and financial advisors money for business acquisitions, expansion, or any of the other use of capital needs that most businesses go to their bank to secure. In this week's episode Mike McGinley of Live Oak Bank joins Scott Wetzel of SkyView Partners to share how they are pioneering a new space of RIA lending together.

If you are applying for a loan for your RIA business there are a few red flags and deal killers you should avoid. Jayne Christian, President of Lending and Robert Perry, Chief Credit Officer of SkyView Partners join Mike Langford to share their advice for RIAs seeking loans for M&A, business growth, or succession.

Aaron Hasler, a Managing Partner at SkyView Partners focusing on helping RIAs navigate the mergers and acquisition process explains how the COVID-19 pandemic is impacting the landscape for deals.

Tommy Joe Martins, driver of the SkyView Partners #44 Camaro in the NASCAR Xfinity Series joins Scott Wetzel and Mike Langford fun conversation about why fast cars are more fun than golf and the value of moving fast in business to capitalize on opportunities when they present themselves.

Terry Mullen, CEO of Truelytics joins Scott Wetzel, CEO of SkyView Partners for a conversation about valuations, key performance indicators, and why we aren't seeing a great wave of advisors transitioning out of the business... yet!

Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work through the emotional rollercoaster that tends to come with selling a business one has spent decades building.

Conventional commercial bank loans are a relatively new phenomenon for RIAs and independent financial advisors. According to Scott Wetzel, CEO of SkyView Partners there are several benefits to conventional bank financing over the SBA loans that many financial advisory businesses may have explored in the past. If you have questions or suggestions feel free to reach out via podcast@skyview.com

Katie Bruner, a Managing Partner at SkyView Partners shares the details of an action plan for RIAs and independent financial advisor to discover and acquire a practice in today's highly competitive market. Visit SkyView.com to request a copy of the roadmap or call 866.567.6282 to get started on your practice acquisition journey.

According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high level of unemployment that are likely to impact financial advisors and RIAs in the months to come.

Scott Wetzel, CEO of SkyView Partners continues his conversation with Mike Langford. In this episode Scott explains the importance of access to traditional commercial loans for today's independent financial advisors and RIA firms. These loans allow advisors greater flexibility and buying power for M&A transactions and they open up a whole range of new options for growing and transitioning a business that were previous enjoyed by very few advisors.

Scott Wetzel, CEO of SkyView Partners joins Mike Langford to share the origin story of the SkyView and how the company's team is helping independent financial advisors and RIAs achieve their goals for M&A, succession planning, partial business sales, restructuring of debt, and cash outs.

Macro Economics in Plain English with John Merante, Chief Economist at SkyView Partners. John puts the national debt into a unique perspective for financial advisors who have clients that are concerned about its dramatic increase during the COVID-19 pandemic. John helps frame how advisors and RIAs can use the analysis he publishes to better serve their clients. John also invites listeners to send in their questions or suggestions for topics to be covered during future appearances on the show to podcast@skyview.com

Welcome to The Advisor Financing Forum! SkyView Partners is excited to announce a new podcast for independent and registered investment advisors and the community of professionals that support them. In this show, hosted by Mike Langford, you will get to spend time with a variety of guests as well as the team at SkyView as we explore topics of interest to you and your business.And of course, we plan to make this show entertaining and engaging as well. We think you are going to love it! If you have questions or suggestions for the show send them to podcast@skyview.com