In today’s environment—where organic growth is slowing and complexity is rising—RIAs face a critical inflection point.

Whether firm owners are exploring a sale, merger, or a long-term path with their current team, the question isn’t if the strategy needs to evolve—it’s how soon will they begin.

Are you seeking a potential sale, merger, or recapitalization using outside capital? Perhaps you have a talented team of advisors who are eager to take over the business in the future?

 Whatever your RIA's chosen strategic direction, understanding and executing the right strategies to build enterprise value should be your focus.

The M&A landscape for RIAs is complex. In this article you will learn the role of private equity, get a better understanding of the buyer landscape and how they value your firm, and see how a clear succession strategy will put you in the best position to achieve your RIA’s strategic objectives.

A list of M&A essentials for RIA owners considering a sale or merger.

Current industry trends show that independent RIAs may face increased pressure to consolidate in 2024 and beyond.

RIA M&A transactions have experienced significant growth rates far outpacing the overall M&A market. How long will this fast pace continue, and what happens when the market begins to rationalize?

Succession planning isn’t boilerplate nor is it cookie-cutter. The right one can build a legacy - and it’s the right thing to do for your clients.