CMA Consulting Appoints Nancy Wilson Managing Director
NEW YORK and ATLANTA and BOSTON, Nov. 20, 2019 /PRNewswire/ — Career Management Advisors, CMA Consulting, an advisory boutique consulting firm, announces the appointment of Nancy Wilson as Managing Director. CMA Consulting, a boutique M&A Advisory firm and search resource, serves RIA firms, wealth management advisors and financial service businesses. Wilson will provide advice to […]
WHY A MERGER MAY BE THE BEST OPTION FOR GROWTH
March 31, 2020 CAREER MANAGEMENT ADVISORS | CMA CONSULTING Linda Willis Over the past few years the RIA market has been all about the buyers. Everyone has been a buyer – large RIAs, hybrids, small RIAs, wirehouse advisors, solo advisors, former wholesalers and wirehouse managers and Private Equity firms. Notably even more seasoned advisors – […]
FAIR DEALING IN M&A NEGOTIATIONS: HOW TO FIND THE WIN/WIN
Linda Willi CAREER MANAGEMENT ADVISORS | CMA CONSULTING April 7, 2020 With a crowded financial services marketplace of RIA buyers and fewer sellers, one would think the sellers are in the driver’s seat when it comes to negotiating favorable deal terms. Not so much! Buyers often propose structures which entirely benefit the buyer. […]
RIA VALUATION: NOT EXACTLY YOUR ROUTINE BUSINESS CALCULATION
Linda Willis CAREER MANAGEMENT ADVISORS | CMA CONSULTING Evaluating and valuing an RIA business requires a different set of skills required for a routine business valuation. An RIA is a people business. Founded on the trust between advisors and clients and the ability of advisors to grow, maintain and retain the trust, confidence and relationship […]
Another addition to the RIA space with two cache players…it’s all about differentiation!
READ MORE https://riabiz.com/a/2020/4/17/with-an-eye-to-cast-aside-prospects-marty-bicknell-and-shirl-penney-combine-to-launch-1099-platform-with-ambitions-to-surpass-mariner-wealth-as-soon-as-2025
