How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees
Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm
Author Janice Kirkel December 29, 2016 at 4:09 PM
Mentioned in this article:
Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey
Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO
Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®
Stephen Winks
December 29, 2016 — 9:29 PM
Aspiriant has the technical competency of a big four accounting firm and the entrepreneurial moxie to be among the first RIAs to develop large scale institutionalized support for fiduciary duty, establishing professional standing in advisory services which has long been lacking as an option for advisors. being among the first to do so is a daunting task but the value proposition is compelling in a marketplace looking for leadership. SCW
