Current Deal Structure Landscape – Equity Ownership Options for the Next Generation
This session will provide an overview of the current landscape for advisor M&A activity and its effects on exit planning and succession strategies among fee-only RIAs. Aimed toward both founding owners and next generation advisors, we will discuss key considerations in enterprise value, deal structure, continuity, and exit planning. Attendees will learn how their peers in the industry are growing, protecting, and ultimately realizing the value in their practices.
Learning Objectives:
- Learn about current M&A landscape
- Determine high level aspects of exit planning and internal succession
- Understand the role of continuity planning
