Skip to content

Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign in My Desk 0 EditionsSign in

Private Wealth Daily

Succession & selling a firm

5 stories this week 69 in all, from the Advisors desk.

Get Wealth Advisor Daily RSS feed for Advisors: Succession & selling a firm

Succession & selling a firm stories, page 3

Page 3 of 4

Sanchez's real multiple sits in the terms nobody published

Sep 11

A $710 million exit where the founder stays put

Sep 10

The 3X lure that keeps founders from exiting

Sep 3

Savant's Socha deal maps a hybrid exit

Sep 1

Scale commands record prices as RIA deal count falls

Aug 26

Fidelity's M&A report is a seller's checklist

Aug 26

The 11.6x RIA multiple is a retention premium

Aug 25

Calculator wave prices every advisor's exit

Aug 25

Vistria's Curi deal keeps employees on the cap table

Aug 25

The 71% succession gap in executive benefits

Aug 24

The sunset deal’s last excuse is being automated away

Aug 24

Sticker multiples shrink as retention and earnout clauses bite

Aug 24

A free exit score is resettling RIA prices

Aug 21

FP Transitions' free tool puts a number on an RIA's exit math

Aug 20

SEI-backed Stratos acquires $400 million Illinois planning firm

Aug 20

A $644M solo practice finds an exit in a $160B aggregator

Aug 19

Carlyle's $2.8 billion MAI bet re-prices the RIA exit

Aug 19

RIA deal report maps what buyers reject

Aug 18

RIA M&A's record streak runs through DeVoe's newest Deal Book

Aug 18

AGS: the four attributes that decide 9x vs 15x RIA pricing

Aug 18

Wealth Advisor Dailyfrom Private Wealth Daily

Daily at 6:45 a.m. ET: practice management, recruiting, RIA M&A and the platforms advisors run on.

Free. Every morning. Unsubscribe from any edition in one click.

Read past editions

Firms on this desk Last 30 days

Wealth Solutions Report9 stories this month

DeVoe & Company5 stories this month

EP Wealth Advisors4 stories this month

WealthManagement.com4 stories this month

More Advisors desks

Tax & estate planning184 stories

Recruiting & transitions89 stories

Practice management316 stories

Products & portfolios133 stories

The Advisor's Note59 stories