The decision to partner with a firm like Savant versus going it alone is one of the toughest and most important business decisions you will make. To help you evaluate the potential benefit of combining with us, we recommend you consider the following: 

Should I Remain Independent or Partner?

The decision to remain independent vs. partnering with or selling to a larger firm is one of the most important decisions you will make for yourself, your family, your clients and your team. Will this deal free you up to pursue more clients? Does the firm have the resources, expertise and capabilities that will allow you to attract larger clients with more complex needs? We created a checklist to help you evaluate whether it makes sense to remain independent or partner with a larger firm.

Download the Checklist

How Do I Evaluate a Potential Partner?

If you decide to sell or partner, there are many important considerations to evaluate, such as which partner offers the best fit. When seeking potential partners, it’s critical for you to look beyond the financials of any potential deal to ensure the firm shares the same fundamental values and philosophy when it comes to service delivery and the overall client experience. Make sure your corporate cultures align – nothing will make an acquisition unravel faster than a clash of cultures. Most importantly, make certain you and your partner have a shared vision of success. Download our Potential Partner Checklist for a full list of questions to help you evaluate the right potential partner for you, your team, and your clients.

Download the Checklist

Do You Have a Case Study for a Successful M&A Deal?

With a focus on financial planning, investments and insurance, Paragon Advisors steadily grew to $150M in AUM with a staff of three full-time and two part-time employees. The firm’s approximately 130 clients were comprised of affluent individuals along with a number of corporate retirement plans. By all measures, Greg De Jong’s practice was a success. 

Download the Case Study

What Components Help Drive a Deal to be Successful?

  • Compatible culture and values
  • Assuring both teams are aligned is a precursor of a successful combination; make sure you share common values and business philosophy, and that personalities complement.
  • Broad senior executive involvement
  • Ensure your partner is passionate about your business.
  • Structuring appropriate post-transaction deal incentives
  • Ownership stakes tend to align interests; both you and your employees will be more committed if you have more to gain. 
  • Creation of a joint business plan
  • “Ironing out” operating issues, terms and complexity prior to closing a deal signals that both buyer and seller understand the degree of integration that will be required. 
  • Manage your emotions
  • It is difficult to be 100% objective while negotiating about your business and future. Having a good M&A advisor and top legal counsel, highly experienced in doing transactions, increases your chance of success.
  • Flexibility from both firms
  • Understand that client actions or market conditions may not go according to plan; both sides must be willing to adapt to achieve an optimal outcome.
  • Commitment to a shared vision and wins
  • Creating an ongoing win-win scenario where you, the partner firm, your team and your clients all benefit is something to which all parties need to commit.
  • Aligned incentives
  • Most financial buyers answer to venture capitalists and private equity interests with short time horizons and liquidity needs. Rarely do their goals align with yours and your clients, so make sure your and your partner’s incentives overlap. You have a higher probability of success if your partner shares the same economics as you do when you achieve good business outcomes.
  • Governance structure
  • Make sure the combined firm has a robust and arm’s length governance that directs management, protects minority interests, determines shareholder distributions, optimally deploys capital, formulates a long-term vision and strategy, and maintains important checks and balances to assure continuous alignment between owners and firm leadership.

I'm interested in learning more. Who can I contact? 

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