Mastering the Sweet Spot of AUM Acquisitions

There’s no disputing the power of a single large acquisition to propel your business to new levels. Many see it as risky - But that risk can be abated, and 90% to 97% retention success is achievable.

Whether buying or selling AUM, it is important to understand what goes into valuation of AUM.

A major factor in determining the valuation of AUM is the underlying structure of the practice, this will…