Selling Externally: A Guide for RIA Leaders
Selling your RIA is one of the biggest decisions you’ll make—so how do you ensure you get it right?
In this webinar, investment banking experts David DeVoe and Aryeh Malitzky will break down:
- How to drive up your firm’s value
- The essential elements of a successful sale
- The key components of deal structure
- How to avoid common pitfalls that diminish your firm’s worth
Discover how to evaluate potential buyers for cultural fit, determine the optimal timing for a sale, and understand the true value an investment banker can bring to the process. Whether you're planning for an exit soon or preparing for the future, this session will give you the insights you need to make informed, confident, decisions.
This session is exclusively designed for sellers and aims to provide valuable insights for those navigating the M&A process. Rest assured; all attendee information will be treated with the utmost confidentiality. No identifying details will be shared on screen, nor will they appear in the Q&A discussions. Your privacy is our priority throughout this session.
To request the password for the replay, please email:
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