Industry statistics suggest that owners of Registered Investment Advisors in the US skew older; at the same time, many firms consider opportunities beyond organic growth to scale their businesses optimally, creating a very competitive market for quality acquisition candidates. As older owners consider options for exiting their businesses, how can they assess the value and desirability of their practice to others? What are the key differentiators for buyers, and how should both sides of a potential transaction evaluate the potential for success? Jon Foster, CEO of Angeles Wealth Management, has extensive experience in RIA M&A dating back to his responsibilities as Head of Wealth Management for E-Trade Financial and President of Carson Wealth Management Group. Jon will review the current landscape for buyers and sellers of RIAs and suggest strategies for RIAs to maximize their value.
This is an archived recording of a live webinar that took place on 4 May 2017.