Retirement Firm M&A: What You Need to Know

Dick Darian, Wise Rhino Group

June 25, 2020

The consolidation of the retirement plan advisory space began to take hold in 2019, with more and more firms selling to larger scaled players. To thrive in this changing environment, retirement advisory firm leaders should gain a full understanding of their firms relative to this evolving M&A marketplace. Retirement firm leaders should begin internally with a review of their key firm value drivers and corresponding gaps and liabilities. Externally firms will need to understand the impact of increasing consolidation on their ability to thrive and should have a business process in place for reviewing the marketplace for the best partnership options.

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