Three Things to do Now to Maximize the Value of Your Business Before a Sale
Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
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Succession Planning
‘Instant credibility’: Kestra sees significant M&A opportunity
Kestra Holdings CEO James Poer explains how the firm is looking to take advantage of succession trends.
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Bluespring Wealth Partners Acquires Financial Partnership Stake in U.S. Financial Services
$950 million firm lays groundwork for future growth with succession planning solutions from Bluespring Wealth Partners.
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Bluespring Wealth Partners Acquires Ted Jenkin’s Believeland
Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.
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Bluespring Wealth Partners Acquires Vector Wealth Management
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program.
Bluespring Wealth Partners Announces Partnership of D.C. Area Firms to Create Female-Led Powerhouse, Operating As Curo Private Wealth
Two Bluespring Wealth teams merge to strengthen its greater D.C. hub, allowing the reimagined firm to better serve existing clients and expand their reach.
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Bluespring Wealth Partners Starts 2020 With $400 Million Acquisition
Retirement Wealth Specialists bolsters resources while rapidly expanding client base
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