Buying or Selling a Wealth Management Business: You Have More Options Than You May Think

< 1 minute

In This Episode

Aaron Hasler and Scott Wetzel, from SkyView Partners, join John and Mike to explore the current landscape for mergers and acquisitions for RIAs and independent financial advisory businesses.Aaron Hasler and Scott Wetzel, from SkyView Partners, join John and Mike to explore the current landscape for mergers and acquisitions for RIAs and independent financial advisory businesses.

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Our Guests

Scott Wetzel, CEO and Co-Founder of SkyView Partners

Scott has over 19 years of experience in the financial services industry. Prior to founding SkyView, Scott served as the Senior Director of Wealth Management for Principal Financial Group for 13 years. Scott acquired over $7 billion in assets in his tenure. Scott received his Juris Doctorate from William Mitchell and a BBA in Finance and Business Economics from the University of Notre Dame. Currently, Scott serves on the Forbes Finance Council as a Contributing Editor.

Aaron Hasler, Managing Partner and Co-Founder of SkyView Partners

Aaron brings 19 years of industry experience, focusing exclusively on advisory practice mergers and acquisitions consulting in the wealth management industry. Prior to SkyView, Aaron founded an M&A Consulting and executive recruiting firm, Northrop Consulting, providing sell-side representation to wealth management firms wherein he developed a strategy entitled Generational Partnerships to promote long-range succession planning with short term growth, and fueled the industry with talent through executive and experienced employee advisor recruiting.

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