Articles authored by Michael Belluomini

Know Your Worth | Tray Wiltse

In this month’s Know Your Worth livestream, Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, welcome Tray Wiltse, Managing Director & Wealth Advisor at Carson Wealth in Kansas City. They’ll go through the process of Tray selling his book of business and the factors that went into his decision.  …

Know Your Worth | Mike Wieger

We’re diving into expert insights, sharing real-life case studies, and giving you practical tools to boost your M&A strategy and and understand the options for succession planning. Stay ahead in the fast-paced world of wealth management mergers and acquisitions with our engaging livestream sessions.  

How to Find a Financial Advisor Book of Business for Sale

Buying another advisor’s book of business is a way to immediately grow your assets under management and add new specialty services to your practice. If you’re considering an acquisition, chances are you’ve already got some idea of what you’re looking for, the valuation process for setting a price and how you would integrate the two …

3 Questions Financial Advisors Must Answer Before Pursuing M&A Deals

There has never been a better time for advisor-CEOs to explore growing their business through M&A. Two key trends are fueling opportunities for significant growth — if you’re ready to take your business to the next level. The first trend changing the RIA landscape is the demographic shift taking hold as baby boomers transition out of …

An Overview to Buying and Selling a Financial Advisor Book of Business

 Mergers and acquisition activity in the wealth management space is hot. What’s driving this wave of deals? M&A gives advisors the chance to create even better practices by combining with others. Larger firms tend to generate more value through economies of scale and through teamwork versus smaller or solo practices. In addition, roughly 37% …

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