The Growth Equation: A joint webinar hosted by Amplify & DeVoe & Company

Featuring Adam Levy (DeVoe & Company) & Adam Scully-Power (Amplify)

Why RIA executives are watching this—now

Organic growth has passed succession as the #1 concern of RIA leaders, and most firms still report it as a single line. A buyer in diligence doesn’t. They split it into four lanes: referrals, share of wallet, next-gen access, and new-client conversion, with client retention as the foundation under all four. This session pairs DeVoe & Company’s research with the view from inside a $12B RIA. It shows which drivers behind your growth number actually set your enterprise value.

After watching, your firm can:

• Read your growth like a buyer does, broken into the four lanes that show up in diligence
• See how buyers price capacity, next-gen bench, and integration cost when they value a firm
• Know where infrastructure shows up in the multiple, and where it doesn’t
• Pick a starting point without ripping out your stack, with a realistic timeline for results

What’s inside (quick skim)

• The shift: why organic growth became the #1 concern, and the four lanes hiding inside your one number
• The divide: what separates firms with options from firms forced into a transaction
• The buyer’s lens: how capacity, next-gen bench, and integration cost get priced into valuation
• The operator view: how a $12B firm is using growth infrastructure to build more value

‍Growth that holds up under diligence is a differentiator. Use this session to:

• Strengthen your position: find the weakest of your four growth lanes before a buyer does, and fix it while you still control the timeline.
• Build value, not just AUM: invest in the infrastructure that buyers actually reward, so new households add to the multiple instead of to headcount.

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