Deals, valuations, earn-outs, succession and breakaways: the business of buying and selling advisory firms. Selected by our editors.
6 videos and podcasts · new this week: 6
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
Picked by the ria m&a deskIt is a short, first-person account of the criteria one advisor used when choosing a firm, which may be useful context for advisors weighing independence against platform scale and resources. It is a promotional piece from the host firm, so it offers perspective rather than analysis.
For wealth professionals focused on RIA growth and ownership, the episode discusses minority capital structures and the operational areas firms may need to build as they scale. It also connects data infrastructure, private-market capabilities and M&A capacity to long-term growth decisions.
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
It is a first-hand account from an RIA CEO who has been through a capital-partner process, framed around preparation, stakeholder communication and partner selection rather than valuation alone. Useful for owners weighing succession options or outside investment.
For wealth professionals considering internal succession or next-generation ownership, the episode focuses on the communication and leadership work that surrounds an ownership transition. It also looks at how cultural understanding and purpose can shape client relationships and a firm's long-term direction.
New manager videos, podcasts and our own ria m&a stories on My Desk and in your morning edition.
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