Session Description: Considering merging with another RIA for succession or growth — or selling to your younger partners? Determining the actual worth of your firm is critical. Back-of-the-envelope revenue multiple calculations aren’t accurate enough for internal/external buyers. Your RIA’s worth is directly impacted by what the market will pay for firms exhibiting the same value drivers as yours. In this session, RIA owners and stakeholders will learn value drivers and current market conditions affecting a firm’s enterprise value. We'll walk through the valuation process to better understand the steps required prior to jumping into M&A or internal succession planning.
Learning Objectives:
Understand today’s M&A market for RIAs, and the potential opportunities for growth through either sale or acquisition.
Provide actionable tools to help RIA owners and key stakeholders value their RIA, including appropriate discounts to apply when selling internally.
Explore the valuation process, and understand your RIA’s actual value to the market before starting M&A.
.jpg "David Selig, MBA photo")
