RIA owners sell their company for many reasons – to solve for succession, gain resources of a larger partner, add capabilities for clients, and more.

When you embark on the journey to sell, you’ll expect to engage with valuation, deal structure, and other quantifiable components. Yet, you’ll encounter another critical factor: the emotional side of selling. As you will soon learn, the emotional side of selling is as important as the quantitative side.

Join to hear DeVoe & Company's David DeVoe and Allworth Financial's Pat McClain discuss the emotional barriers of selling your RIA and how those fears and aspirations can either be your biggest downfall or guiding light.

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