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Articles tagged "Corey Kupfer"


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Nick Blasi: The buyer is taking a substantial risk [in this environment] and should be allowed to protect themselves.

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow

June 24, 2020 at 2:05 AM

Ed Butowsky: Imagine if your entire life has been picked apart and destroyed over the last eight months. It’s important to get this right.

What to make of a $239M-AUM RIA dwindling to $191M then suing Schwab for $100M as the alleged cause of the asset hemorrhage

Ed Butowsky says the San Francisco-based custodian played politics illegally by using a beltway scandal involving murder, WikiLeaks and collusion as a smokescreen to steal his clients

May 2, 2018 at 9:06 PM

Dan Seivert says new math is needed to do credit to the number of deals going down.

Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps

At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups

October 1, 2014 at 8:19 PM

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