Insights Quarterly Updates F&I Products Quarterly Update: 2025 First Quarter Equipment Finance Quarterly Update: 2025 First Quarter Insurance Premium Finance Quarterly Update: 2025 First Quarter M&A Quarterly Update: 2025 First Quarter View prior publications Industry Reports M&A Update: Registered Investment Advisors June 2025 Registered Investment Advisors Service Contract Finance View more Industry Reports Recent Updates What’s Hiding in the Fine Print? Why Vendor Contracts Matter in M&A Due Diligence Succession Planning Crisis: Why More RIA Founders are Selling Their Firms Why are RIA M&A Deals Accelerating in 2025? Phase 4 of Selling Your Company: Closing the Deal Phase 3 of Selling Your Company: Due Diligence & Management Meetings Phase 2 of Selling Your Company: Marketing to the Right Buyers The First Phase of Selling Your Company: Setting the Stage for a Successful Exit View more Updates SEARCH