Webinar

How RIA Leaders Should Think About Valuation and Strategic Planning for 2026

“The RIA M&A Outlook for 2024”

February 2026
How RIA Leaders Should Think About Valuation and Strategic Planning for 2026 banner

Valuation isn’t just a scorecard—it’s a window into your firm’s strategic options.

In this webinar, DeVoe & Company Managing Directors Adam Levy and Aryeh Malitzky explore how understanding your valuation can sharpen decision-making and expand what’s possible for your business. You’ll learn how choices around growth, capital, and governance show up in valuation models—and how to use that insight to position your firm for stronger outcomes in 2026 and beyond.

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