What's Your RIA Worth?
Knowing your firm's value will help you run a more profitable business.
At this webinar, you will learn how to look at your firm through the lens of an investment banker, so that you can optimize the value of your firm, and about:
• Different valuation methodologies
• Which valuation method is best, and which is appropriate for your firm
• How deal structure affects valuation
• Key value drivers
• How to boost the value of your firm
Dave DeVoe runs DeVoe & Company, which provides investment banking and business strategy advice to wealth management firms. He previously developed and led Schwab Advisor Services merger and acquisition program for eight years, providing comprehensive M&A and succession planning services to RIAs.
Note: This webinar is only eligible for IMCA® and CPA CPE credit.
More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
User reviews
(Updated: October 10, 2013)
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Great
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(Updated: October 10, 2013)
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I think this is useful information primarily for the larger firms that are contemplating a buyout and/or merger and acquisition. My observation is that it is not as relevant to very small firms or one or two man operations. The concepts presented are useful, however, to all firms because David laid out the importance of various factors in valuing a business.
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(Updated: October 10, 2013)
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Great webinar!
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