RIAs face a critical inflection point. Whether exploring a sale, merger, or a long-term path with your current team, the question isn’t if the strategy needs to evolve, it’s “are you ready?”

Are you seeking a potential sale, merger, or recapitalization? Focus on understanding and executing the right strategies to build enterprise value.

The M&A landscape for RIAs is complex. Learn about the role of private equity, the buyer landscape, and valuation.

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.

RIA M&A transactions outpaces the overall M&A market. How long will this continue?

Succession planning isn’t boilerplate nor is it cookie-cutter. Building a legacy is also the right thing to do for your clients.

The cost of capital shouldn’t impede your growth strategy. The right strategic playbook will help you get creative with financing.

Challenging times make growth and succession strategies even more important. Are you ready?

Part 2 about why ownership alignment is critical in today’s RIA market. How to test for alignment.

Why alignment matters even more in today’s RIA market.