How to Find an RIA to Buy and Successfully Close the Deal artwork
The Advisor Financing Forum

How to Find an RIA to Buy and Successfully Close the Deal

  • E21
  • 52:43
  • August 19th 2021

Nick Asmus, President of Berger Financial Group joins Scott Wetzel and Mike Langford to share how he and the Berger team discovered an RIA firm for sale on APBOE and leveraged Skyview's investment banking and financing to close the deal.

The Advisor Financing Forum

The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.