RIAs Seek Advice on ‘Keeping Up’ in Growing Sector
For advisors thinking about firm growth, ownership or a future transaction, the video frames scaling and valuation pressure as issues to consider alongside a sale process.
Summary
By the running an ria deskBrad Bueermann, CEO of wealth management consultancy FP Transitions, discusses why growing registered investment advisors are focused on scaling and keeping pace with valuations. He describes concerns about whether firms can keep up internally after recent growth and outlines options such as equity sharing, restructuring, or finding hidden value before a sale.
- Growth is prompting many RIAs to consider how they can keep pace with frothy valuations.
- Much of the discussion is around scaling and whether firms can keep up internally after the last two to three years of growth.
- Bueermann discusses equity sharing and restructuring as options for RIAs.
- He also discusses finding hidden value within firms that pursue a sale.
Similar items
Same topic Kirstie Ennis on Homes for Heroes and Financial Planning | NANAPFA |
 The Top Factors To Consider When A Client Plans To Move Abroad, With Ashley Murphy | MKMichael Kitces (Kitces.com) |
 Ep 46: What do I do financially after leaving the military? - with James Williams-Willis | MOMoney on Your Mind (Edelman Financial Engines) |
 The Top Factors To Consider When A Client Plans To Move Abroad, With Ashley Murphy | FAFinancial Advisor Technician (Kitces) |
 James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind | BSBarron's Advisor |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.