The AGS team had a great time at #SchwabIMPACT -- hats off to Schwab4RIAs for a great event. Thank you to everyone came by the booth or attended John's session. If you were able to score an AGS hat, tag Advisor Growth or John Furey when you wear it! #schwabimpact

In case you missed John Furey on stage at IMPACT: 🔦 "It's about preparing to find a partner and demonstrating a track record. Don't try to flip the light switch on right before you do the deal." - John Furey (John Furey) #schwabimpact

Why is RIA education so crucial in today’s competitive environment? What does education mean for advisors and their clients? Brandon Kawal shares his perspective with Private Wealth Magazine on why ongoing education plays a critical role in #RIA M&A. pw-mag.com/optimizing-edu…

RIAs derive “at least a third, maybe even half” their value from their enduring and comprehensive ties to clients. AGS Founder John Furey John Furey weighs in with Tobias Salinger on a recent study of #RIA growth with Financial Planning. Check out the full story: financial-planning.com/news/new-acade…

“Many years ago it was just investments and portfolio allocation, then it was investments and financial planning. They're doing everything financially related for clients.” John Furey discusses the evolution of #RIA services with Financial Planning: financial-planning.com/news/tax-servi…

We are thankful for our clients and industry friends who have supported AGS this year. To give back to our local community, the Phoenix team had the opportunity to serve at St. Mary's Food Bank, Arizona's largest food bank. We wish you and your families a happy Thanksgiving!

Here’s a deep look at all of the tax issues involved with selling or buying an RIA, including topics like entity structure, allocations in an asset purchase and many different planning strategies. #taxstrategy #financialplanning #mergersandacquisitions bit.ly/3uBrkMU

"There’s no such thing as a passive investor in our industry. Someone else is in the tent, " Brandon Kawal shares his take on the trade-offs #RIAs should consider when evaluating a minority investor in Charles Paikert's latest for Barron's Advisor: barrons.com/advisor/articl…

Join Managing Partner, John Furey , and Principal, Brandon Kawal , for a year-end review. AGS will share top trends and questions from 2023 engagements on business management strategies, #compensation, #equity, talent retention, and #valuations.  bit.ly/3uHQA4n

If you want to understand the value of an #RIA, who better to share their perspectives than David Selig, Advisor Growth and DeVoe & Company, guided by the incisive Angie Herbers? #MSUM23: You gotta be in this room!

“Valuation should have a purpose. The purpose could be to sell your firm, change control of it... And the future of valuation should be dictated by the owner based on their business objective.” — @advisorgrowth at #MSUM23 with Angie Herbers, David Selig, and DeVoe & Company ✨💡

Agreement that valuations haven’t declined, but nuance and purpose are key. Still lots of optimism about the near future. Fresh takes on valuation and #RIA M&A with no fluff. Great all-star panel at #MSUM23 with Angie Herbers John Furey David DeVoe David Selig

AGS Consultant, Rebecca Daves, shares her perspective on the tight #labor market and how #RIAs are building diverse teams and providing development as they recruit with clearly defined training and career paths. Read the rest with VettaFi | Advisor Perspectives advisorperspectives.com/articles/2023/…

AGS Principal, Brandon Kawal, weighs in on the 2024 M&A outlook with AdvisorHub , “This is where I believe resiliency will continue. #Deals will continue. The signals in the space are pretty strong that we should expect more M&A.” advisorhub.com/resources/ma-a…

AGS Founder John Furey John Furey weighs in on the Osaic-Lincoln deal with Tobias Salinger , "I see this as a clear indication of building one of the largest integrated wealth platforms in the U.S." Check out the rest of the coverage with Financial Planning:

Wishing a happy holidays to our clients and industry friends! Thank you for trusting AGS to help advance your businesses this year!

Kicking off 2024 with a big congratulations to Transitions Wealth Management, LLC and Mercer Advisors on their new partnership! AGS is proud to have served as Transitions Wealth Management's transaction advisor. Check out the details here: bit.ly/3vluFAn

The 2024 RIA Survey is now live and we want to hear from you on M&A and the impact of 2023 on your firm's future! All survey participants will remain anonymous and will receive an invitation to join a private webinar featuring survey findings. bit.ly/4beAkbA

“It was a tale of two halves of the year,” Brandon Kawal shares his perspective on #RIA M&A demand with InvestmentNews:

March is off to a great start. Thank you to both BNY Pershing and Dimensional Fund Advisors for hosting two fantastic events! And thank you to Timothy Decker and Patrick Collins from @greenspringadv for sharing your M&A experience on stage with John Furey for the DFA audience.