Rich and Co.

Retirement Firm M+A Ends Freeze

We independently represent both buyers and sellers and the market is changing for the better.

The last two years in the buying and selling of TPA firms and retirement practices have been stuck in artificially low valuations and a general “deep-freeze.”  With the warmer weather and more sunlight of spring however, there is now more activity and pricing is moving to more of a fair set of numbers and multiples.

The demand for firms is strong and will enter “hyper-space” we predict.  From one emotional extreme to another.  It’s natural.

So now is a good time to take action if you are either a buyer or seller.  Good transactions and partnerships are always a challenge.  We represent both sellers and buyers.

A note of caution: if you are a buyer and wait for opportunities to fall in your lap:

  • You will be the last to hear about an opportunity
  • You will not hear about most opportunities

Growing by buying firms takes a formal campaign and strategy for uncovering opportunities – before all your competitors.


Written by Rich and Co.

March 20, 2011 at 1:24 pm

Posted in Uncategorized

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