DeVoe & Company Webinars and Podcasts

Gain actionable information about how to better manage your firm, execute your succession / M&A strategy, or optimize the value of your firm.  Listen as our team, your peers and industry experts share their experience and expertise in these action-packed webinars.

UPCOMING Webinars: 

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DeVoe M&A+ Succession Summit Preview with Mark Tibergien of Pershing

Thursday, January 31, 2019

4:30PM EST/1:30PM PST

Register Now


*Previous Webinars:                                                                        

(to request the password for any of the replays, please email: and we will send the password ASAP)

Mosaic and Private Ocean Transaction Webinar

Q2 DeVoe RIA Deal Book™ Webinar Replay


SuccessionWorks™: Blue Water Advisors / Colony Group Merger

SuccessionWorks™: Fireside Chat with David DeVoe and Tim Kochis on the Elements of a Succession Plan

Value Your Firm Today, Improve Its Value Tomorrow

Maximizing Valuation: How to Increase the Value of Your RIA

RIA Webinar: $1.6B Merger Success Story


David DeVoe speaks to Julie Parise at MarketCounsel Summit 2018