Selling Your RIA: Preparing for the Transaction and Beyond

RIA firms have more options than ever before when it comes to planning for the future of their firm. Determining the right path for you and your team will most likely be the biggest decision of your professional life.

Our thought leaders will be discussing the intricate elements involved in a successful transaction. Get an insider’s view into what to expect at all stages of the M&A journey from the perspective of both a seller and a buyer.

Presenters:

• Tina M. Hohman, Executive Vice President, Practice Leader, Wealth Services, Alera Group


• BJ Joe Webster, Managing Partner, Co-Founder, Wharton Business Group, an Alera Group Company


• Doug Johnson, Managing Director, DeVoe & Company


• David DeVoe, CEO & Founder, DeVoe & Company

Register here.