Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure

David DeVoe01/18/13 4 PM EST

Are you planning on selling your RIA or looking to acquire one? For Baby Boomer RIA-owners, cashing out has grown more common; it’s an accelerating trend. So are disastrous deals that come undone.

This session will cover:

• Warnings and mistakes

• Best practices

• Finding compatible partners

• Deals that blow up

• Deals that have worked right

• Trends for the future

• How to prep your RIA for acquisition

• Best financial structures for acquisitions

Dave DeVoe developed and led Schwab Advisor Services Mergers & Acquisitions program for eight years, providing comprehensive M&A and succession planning services to RIAs. He now runs DeVoe & Company, which provides investment banking and business strategy advice to wealth management firms.

Mark Feldman, in 2002, founded Inlign Wealth Management before merging Inlign in 2008 with GenSpring Family Offices, the nation’s largest RIA, and serving as senior partner of integration. He’s now CEO of Miller/Russell, a Phoenix-based RIA.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays by registering at Advisors4Advisors.com.

Note: This webinar is NOT eligible for CFP® CE credit or IMCA® credit.


User reviews

18 reviews

 
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2 stars
 
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4.2  (18)
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(Updated: January 17, 2013)
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1.0

The 30,000 foot look just didn't fit my interest.

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(Updated: January 17, 2013)
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4.0

Good basic information.

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(Updated: January 17, 2013)
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4.0

Mark's presentation = 3.
David DeVoe's presentation = 5.
Very nice job overall of digging into what I was really hoping to learn more about: valuation, acquisition considerations, etc.

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(Updated: January 17, 2013)
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4.0

Enjoyed

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(Updated: January 17, 2013)
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3.0

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