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Wealth Management M&A: Industry Influencers and Experts Reveal What Is Driving Valuations Now

Available On Demand

A banker, buyer and top industry consultant discuss major trends impacting the value of your business in 2022

Economic policies and market trends over the past couple years have made now one of the most attractive times to sell your business our industry has ever seen. After learning this, many successful advisors ask themselves, will the seller’s market continue? What can I do to get top dollar for my business? How much am I giving up by selling? Our panel combines decades of industry experience to discuss these topics.

The panel brings together long-time experts from each side of the equation: Stuart Silverman Chairman of Bluespring Wealth Partners, a leading acquisition firm, and David Canter, President of Bluespring Wealth Partners, David Abbott President of Cambridge International Partners, a banking firm providing M&A services to the investment management space since 1989, and Philip Palaveev CEO of the Ensemble Practice, a top consultant who helps financial advisors grow their practices to make them more valuable.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Produced by


Sponsored by



Stuart Silverman
Bluespring Wealth Partners


David Canter
Bluespring Wealth Partners


Philip Palaveev
Chief Executive Officer
The Ensemble Practice


David Abbott
Cambridge International Partners


David H. Lenok - Host
Senior Wealth Planning Editor




TAGS: Resources