What really happens when an RIA decides to sell?

Aryeh Malitzky, Managing Director at DeVoe & Company is joined by Tom Britt, former leader of a successful independent firm who recently navigated a sale. This behind-the-scenes discussion unpacks the full journey from the first exploratory conversation to life one year after closing. You’ll hear what drove the decision, how the right partner was chosen, and what the transition really felt like on the inside.

Whether you’re actively exploring options or just curious about what’s possible, this session offers real-world insight into RIA M&A.

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

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