RIA M&A is off to a record-breaking start this year. In just the first quarter, deal activity reached unprecedented levels, reflecting continued momentum from last year and underscoring the industry’s strong fundamentals. What’s driving this…

You’ve chosen your buyer. You’ve signed the Letter of Intent. The handshake is nearly there. Now comes Phase 4: Confirmatory Diligence and Closing—a stage that’s both exhilarating and intense. At Colonnade Advisors, we often say:…

With indications of interest submitted and serious buyers identified, the sale process enters Phase 3: Due Diligence & Management Presentations—a critical inflection point in any transaction. This is where buyers dig deeper. It’s also where…

After weeks of preparation and analysis in Phase 1, the second phase of selling your company marks a pivotal shift: going to market. This is where strategy meets execution—and where momentum begins to build. At…

Selling a company isn’t a moment—it’s a process. And like any high-stakes transaction, success depends heavily on preparation. At Colonnade Advisors, we’ve seen time and again that the most successful outcomes start with a rigorous…