Succession Resource Group Ranked in Oregon's Top 100 Fastest Growing Companies by Portland Busine... finance.yahoo.com/news/succe… via @YahooFinance

Highlight of the Pershing conference? Ran into @derekfisher in the lobby of the hotel, huge fan! He may not know it, but he already made someone’s day and it’s not even noon!

Happy to be so close to the one and only @MarkTibergien right across from the @SuccessionRG Dealmakers booth. He is a big part of why I’m able to do what I do with buying & selling RIAs #RealInsite

At #RealInsite panel with @DynastyFP and @DakotaWealth talking about how freely equity should be shared. My recommendation - separate ‘equity’ from compensation. Advisors who work for you get paid for that work. The opportunity to buy equity is earned for going above and beyond

Great information on how $1b+ AUM RIAs are doing M&A from @echelon_group @DynastyFP. Deal structure is different than deals @SuccessionRG works on (sub $1b AUM) but core elements of successful deals are the same. Focus on fit & culture - the rest can be worked out #RealInsite

Excited to be at INSITE speaking on Friday at 8:15am about advisor M&A trends and values at the East Showcase stage where the illustrious @MarkTibergien was just speaking #realinsite

Fantastic stuff today at #NationalLINC. Surprised nothing on the agenda about M&A or succession planning! I’ve had so many interesting conversations with our clients here on what’s happening lately. Next year @TDAmeritrade - call me!

Keep hearing everyone talking about fee compression at #NationalLINC. We do hundreds of valuations for RIAs and we are not seeing it in the data. Curious - Have you dropped your fees?

Ton of great conversations with our clients today in the Exhibit Hall about advisor M&A. Amazing group of advisors here at LINC #NationalLINC

Wish I was in SD this year! @SD_Comic_Con

Buying & Selling an Advisory Business lnkd.in/jYnSRY

I climbed 50 floors today and got a badge with Fitbit! fitbit.com/user/24MPW7 #Fitstats

I've walked 16238 steps today! fitbit.com/user/24MPW7 #Fitstats

Great msnbc article, take a look if you're trying to get a job pinterest.com/pin/4265050271…

New Webinar --- Protecting Your Business with a Continuity Plan lnkd.in/rbuP33

Great short summary of succession planning compliance requirements for RIAs. Is your continuity and/or succession plan…lnkd.in/vCbi67

lnkd.in/wGiqgH We want to create a space LIKE those created by many big software companies do for their employees. A big open...

Robert J. Powell, III lnkd.in/29gDXE

Check out our new startup - NotCubed. Planning to open the doors on the newest coworking space in Beaverton this year …lnkd.in/cnyH67

Who is NotCubed for? More info our the new coworking space we want to start! notcubed.com/who-is-notcubed…