M&A activity was slow over the last few months, but it was not all quiet. As the ground begins to thaw and offices begin to (cautiously) reopen, hear why some advisors have decided to join forces to secure the desired future for their firm and quit competing for the same clients.
In this edition of our State of the Industry podcast, join Co-CEO and podcast host Scott Hanson as he welcomes Allworth’s newest partners, Bob Frater and Chris Brown, principals at Houston Asset Management.
Bob and Chris discuss:
- The logistics of the partnership
- Equity considerations
- What was easy, and what most surprised them
- And why they decided to make the change when they did
Finally, Scott welcomes Allworth’s Chief Operating Officer, Pete Engelken, who discusses firm valuations along with other aspects of the nine unique partnershipsAllworth has completed in just the last three years.
Find out more here: https://allworthpartners.com/
More Episodes
2023-11-08
228
2023-10-19
157
2023-05-04
192
2023-04-11
218
2022-10-26
159
2022-09-23
160
2022-02-08
285
2021-12-12
229
2021-05-17
255
2021-04-19
206
2020-10-29
183
2020-09-23
225
2020-05-28
208
Get this podcast on your
phone, FREE
