Selling an RIA is one of the most significant decisions a firm’s leadership team will make, and the process often holds unexpected challenges.

In this webinar, Brad Grubb, Managing Director at DeVoe & Company, and Adam Reinert, former CIO & COO of Marshall Financial Group discuss the firm’s recent sale to Creative Planning,

They shared how the leadership team approached the decision to explore a transaction. What mattered most when evaluating potential partners. What surprised them during diligence. And how the transition unfolded post-close. A candid look at what it really takes to navigate a successful RIA sale and position a firm for its next chapter.

To request the password for the replay, please email: sara.prouse@devoe-co.com