RIA Acquisitions: Funding Solutions

Whether it’s your first or fifth transaction, acquiring a firm is no easy feat. Funding the deal is often one of the most complicated elements of buying an RIA. We can help.

Join us for this DeVoe CapitalWorks webinar to learn about the various ways to finance a transaction and how to craft a structure that is best for your particular transaction.

Who should attend?

• RIA executives planning to acquire
• RIA owners contemplating the sale of their firm
• Founders and/or Next Gen leaders creating a succession plan

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