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RIA M&A and Succession: How to Succeed in Today’s Environment

Session Speakers
Session Description

Why attend:
Join an interactive discussion to learn the latest M&A and succession planning trends and learn tangible techniques to move your transition plans toward success.

Session details:
RIA M&A activity and valuations are at all-time highs, a surge of new capital / lending options is flowing into the market, and deal structures are more flexible than they’ve ever been.

Whether you are contemplating buying, selling, merging, or finally putting a succession plan in place, this session will help you capitalize on these developments and determine your path.

Focusing on firms managing between $100 million and $2 billion, the seasoned panel of experts will share perspectives and technical insights from their experience in the trenches. Explore and learn:

  • What option is best for your firm, and a decision-making framework for your transition plan
  • The key ingredients to successful transactions—and the specific challenges that have undermined others’ success
  • The fundamentals of deal structure and tangible techniques for transitioning to the next generation of shareholders

Additional Information
Not Eligible for Credit
Education Session
1h 15m
Session Schedule