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.
DeVoe M&A+ Succession Summit Preview with Mark Tibergien of Pershing
Thursday, January 31, 2019
4:30PM EST/1:30PM PST
(to request the password for any of the replays, please email: email@example.com and we will send the password ASAP)
10 . 26 . 18 | Advisor2Advisor Podcast: David DeVoe, Managing Director, DeVoe and Co.
David DeVoe has a great discussion about the industry and M&A trends with Scott Hanson and Pat McClain on Hanson McClain's Advisor2Advisor podcast.
10 . 23 . 18 | Panel Debate: Is Private Equity Ownership Good for Advisors?
David DeVoe joins Dave Barton, Lou Camacho and David Hefty to discuss financial advising, private equity, and M&A to give you the shortlist on what you need to know regarding private equity firms’ presence in the industry. Hosted by David Armstrong at WealthManagement.com
5. 15 . 18 | The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with David DeVoe
In this episode of Michael Kitces’s Financial Advisor Success Podcast, David DeVoe and Michael talk in depth about current trends in the valuation of advisory firms.