Navigating the RIA M&A Market
EXCLUSIVE WEBINAR
What's Real,
What's Noise, and What's Next for You?
RIA owners like you are constantly getting approached by aggregators, integrators, roll-ups, and private equity (PE). Whether or not you’re thinking about selling, those buyers are shaping the market you now compete in.
Join David Selig, Founder and CEO of Advice Dynamics Partners for a candid session about what’s really happening behind the headlines, and what it means for your firm’s value and future.
What You’ll Learn:
How Private Equity is fueling today’s consolidation wave.
The “PE Scorecard” that drives RIA valuations (even if you’re not for sale).
How your competition is evolving, and how you can keep up.
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Even if a transaction isn’t on your radar, understanding the forces at work driving M&A activity will help you compete.