The Chairman's Council

The Chairman's Council

Share this post

The Chairman's Council
The Chairman's Council
An Acquirer’s Dilemma or a Lucrative Fortune?
Copy link
Facebook
Email
Notes
More
AUM INTELLIGENCE

An Acquirer’s Dilemma or a Lucrative Fortune?

Part 1 - The Art of AUM Monetization and Acquisitions.

Chairman's Council's avatar
Chairman's Council
Dec 17, 2020
∙ Paid
3

Share this post

The Chairman's Council
The Chairman's Council
An Acquirer’s Dilemma or a Lucrative Fortune?
Copy link
Facebook
Email
Notes
More
Share

This is Part 1 in a series that expands on to our most popular post to date -  The Art of AUM Monetization and Acquisitions.

In this post I dive into on some misguided perceptions around Acquisitions of AUM that discourage some Advisors from pursuing these transactions. My experience is that Acquisition it can be risky for the inexperienced Advisor, this therefore creates fertile ground for established Advisors.

Share

Fortunes or Dilemma

An opportunity to Acquire a carve-out AUM package from another Advisors can be a real game changer for many emerging Advisors, that is, when done right. On the other hand, for the uninitiated these transactions can be both complex and risky.  Overcoming the predominant impediments* to success with Carve-outs requires critical due diligence, patience, discipline and a level headed approach.

Impediments - something that makes progress, movement, or achieving something difficult or impossible.

The prospect to substantially increase your AUM by successfully comp…

Keep reading with a 7-day free trial

Subscribe to The Chairman's Council to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 The Chairman's Council
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More