Mergers & Acquisitions

M&A Consulting for Advisors

“M&A” is a term which signals excitement and opportunity for advisors looking to accelerate the growth of their business. GVA is here to support you through each step of the process.  

Let us help you navigate the M&A Space

For many advisors, the concept of acquiring a book or business may seem overwhelming and intimidating.  At GVA, we prioritize helping our advisors achieve both organic and inorganic growth.  We have invested in a dedicated team of experienced individuals who know how to properly identify, evaluate and execute deals that will be accretive strategically and financially.

As deal-making activity in the RIA space continues to reach all-time highs, GVA is there to partner with advisors and assist them for all their M&A needs through:

  1. Identifying key acquisition targets
  2. Financial Modeling and Forecasting
  3. Performing due diligence on legal, financial, and operational matters
  4. Short and Long-term financing to meet capital needs
  5. Direct line of communication through each step of the process

The GVA M&A Process

When approaching M&A opportunities, our team considers geography, demographics, culture, technology and other factors in assessing the appropriateness of fit for the seller and GVA. As an RIA, GVA’s end goal is to help each business improve their practice and services so they can better allocate their resources to their clients and growth. With in-house compliance monitoring, a best-in-class technology stack, and asset management, GVA is equipped to efficiently handle the administrative, regulatory and operational tasks involved with an acquisition. In addition, we have a dedicated team of CPAs with extensive experience in business combinations.

GVA employs a boots on the ground model focused on thorough pre-transition prep and due diligence, post transition clean-up, real estate support, technology integration and clear relationship communication.  Whether an RIA is looking to eliminate compliance headaches or an advisor is interested in a succession, GVA is ready to evaluate and close a successful deal and meet your objectives.

For more information on our M&A program, email Bryce Cleveland, CPA.