Avantax Wealth Management’s latest partnership initiatives could open access to new demographics, potentially accelerating AUM growth in "We coach our clients to focus on linking who benefits from consideration at different times," Kawal said. "For example, founders might do well with short-term consideration based on their timelines, but the next-gen team might be more interested in long-term upside. This dynamic will define M&A moving forward. For this specific transaction, I think you see this at play. The shareholders are doing well through a share-price premium, and an executive team has an outcome. The long-term upside for clients and advisors is the combined scale of the organization." Dekreek also embraces the tax-centric approach of Avantax and Legacy, and his growth plans include deepening relationships with CPAs and other tax professionals. Market watchers note Avantax Wealth Management’s moderate P/E ratio compared to sector peers could signal undervaluation, particularly if interest rate stabilization boosts client portfolio activity in H2
