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Succession Planning Crisis: Why More RIA Founders are Selling Their Firms
Nearly half of RIA founders are nearing retirement, yet only 20% believe their next-generation talent can afford to buy them out – down from 38% just four years ago. With internal succession pathways narrowing, external M&A is becoming…
Why are RIA M&A Deals Accelerating in 2025?
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…
Phase 4 of Selling Your Company: Closing the Deal
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:…
Phase 3 of Selling Your Company: Due Diligence & Management Meetings
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…
Phase 2 of Selling Your Company: Marketing to the Right Buyers
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…