Advisors who accepted Merrill Lynch’s succession agreement are now realizing how stuck they really are—serving as a cautionary tale for others nearing retirement.
Rather than just signing on the dotted line of their firm’s succession plan, next-gen inheritors (and their senior partners) are exploring their options in a more evolved industry landscape.
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
After a white-hot 2020, M&A experts believe we still haven’t reached a peak; many expect deal structures to evolve and new buyers to find the market in the coming months.
