Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract “sell and stay” opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren’t winning deals. Scott introduces the APBOE platform that helps sellers and buyers connect and allows advisors to demonstrate their ability to purchase a practice. We also discuss trends in M&A over 2020 and predictions for 2021 including a decrease in the cost of capital, a rise in new sellers entering the market, and rising valuations.

Key Links

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