M&As heat up: Are your clients ready?

By Suzanne Sharma | August 16, 2012 | Last updated on August 16, 2012
1 min read

Whether it’s the TMX takeover, ING selling its Canadian banking arm, or advisor teams moving over to Macquarie, M&As seem to be on the rise in the financial industry. In fact, of late they’re a weekly occurrence.

But M&As aren’t limited to just financial services. News of Lowe’s bid for Rona and Google buying Frommer’s are also making headlines.

Despite the industry, what all M&As have in common is the opportunity for growth through the sale or purchase of a company.

And for advisors, it’s your job to ensure business owner clients are prepared should an opportunity ever present itself.

So whether it’s an overdue succession plan they need help with, or they’re looking for capital to grow, here are some articles to help.

Buying

5 pointers for business buyers

How to value an MGA

Taste companies before buying

Employees can buy out the boss

Surviving volatile markets

Buying buildings for cash flow

Selling

Prepare to sell your business

Selling your book? Get the right price

Clients selling their companies?

Never too early for succession plans: BMO

Plan your succession before your next vacation

When business owners want buyers

Suzanne Sharma