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Valuations: What is Your RIA Really Worth?

Session Speakers
Session Description

Why Attend
Learn how to develop a truly sustainable business that appeals to buyers and can yield more offers.

Session Details
How can two advisories of similar size and revenue generate vastly different interest and purchase offers? Your attractiveness to strategic acquirers and your purchase price multiple are driven by factors such as your earnings before interest and taxes and your client demographics. Transform your business from a lifestyle advisory into a professional firm, and drive a seller’s market for your business by creating a sustainable firm. The session will cover:

  • The five factors that decide multiples
  • How to prepare your firm for a profitable sale
  • Types of strategic acquirers in the marketplace

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs
Education Session
1h 15m
Session Schedule