GCG Advisory Partners

$1.67 trillion in RIA deals changed hands in the first quarter… a record. Assets on the move more than doubled in a year.

If you've ever wondered whether it's a good time to explore your options, the market just answered.

Here's what that record actually means for you as an owner: you have leverage. There's more capital chasing quality firms than there are quality firms to buy. That's not a reason to rush, it's a reason to choose well, on your terms.

Three things worth knowing while the window is open:
→ The headline multiple is just the cover. Cash at close, rollover equity, earnouts, retention terms, the structure underneath is what you actually take home. Two identical "prices" can be very different deals.

→ You're choosing a partner, not just a price. "Sell-and-stay" is the norm now, most owners stay on for years. So the real question isn't how much, it's who you'd actually want to build the next chapter with.

→ Leverage has a shelf life. Records don't last forever. The best time to understand your options is before you need them.

At GCG Advisory Partners, that's the conversation we like having, a straight, no-pressure look at how these deals really work and what's realistic for a firm like yours. Whether or not we turn out to be the right fit, you'll walk away knowing more than you did.

Thinking about what's next? Start with a number. Our valuation tool gives you a confidential, no-obligation estimate of what your firm could be worth in today's market...in about two minutes. Know where you stand before you ever take a call.
https://advisorvaluations.com/?lid=1783965919425-d243abfd&email=trogers%40structuredplan.com&name=Trogers
Source: ECHELON Partners, Q1 2026 RIA M&A Deal Report.

Juneteenth marks a pivotal moment in American history and serves as a reminder of the enduring pursuit of freedom, equality, and opportunity.

As we commemorate this important day, we honor the strength, perseverance, and contributions of those who helped shape our nation and continue to inspire future generations.

Markets don't rise on optimism alone. They rise when earnings support the story.

Over the past year, S&P 500 earnings expectations held relatively steady. But in recent weeks, analysts have significantly revised forecasts higher as companies delivered stronger-than-expected results and improved guidance.

The consensus Q1 2026 earnings estimate now stands at $80.78 per share, a notable jump from where expectations sat for much of the past year.

While headlines and sentiment often drive short-term market movements, earnings remain one of the most important drivers of long-term stock performance. The recent rally isn't just being supported by enthusiasm. It's increasingly being supported by improving fundamentals.



Source: Exhibit A, FactSet Research Systems Inc., Standard & Poor's. Past performance is not indicative of future results.