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Business Transition Services
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Many financial services firms lack a well thought-out succession plan, or exit strategy, making ownership transfer extremely challenging. Also, many firms fail to realize their full value, because they have not institutionalized important aspects of their business including:
- Investment management process
- Investor relations
- Delegation and decentralization of authority
We advise buyers and sellers to look at other factors that drive valuations and optimal business fit:
- Client base demographics
- Client base quality and stickiness
- Investment strategy and its ability to be transferable
- Earnings quality
- Can the business operate with new owners
- Key employee retention
- Custody platform and operational metrics
- Technology and infrastructure platform
- Compliance culture
Meridian can arrange for appropriate buyers and sellers to meet on a discreet basis. We recognize that transition is a sensitive issue for all parties involved and we act accordingly. Meridian can help owners of financial services businesses to create and execute a plan to maximize the value of their business by creating an enduring and effective business process. To have a confidential conversation about how Meridian can be of assistance, please contact Robert Akeson at: rakeson@meptraders.com
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| 5 Hanover Square, 21st Floor | New York, NY 10004 | Office: 212-500-6650 | Fax: 212-742-2737 |
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