Corporate Valuation, Investment Management

October 19, 2017

What's My RIA Worth?

It is important to know the current value of your investment management firm and understand valuation concepts in order to:

  1. Know how to build the value of your investment management firm;

  2. Know how to evaluate opportunities to sell your firm; and,

  3. Have a basis for discussing internal ownership transition issues.

In this 60-minute webinar, Matt Crow and Brooks Hamner, who work with RIAs throughout the country on valuation-related issues, will address the following:

  • How to normalize cash flow to determine the profitability of a RIA

  • How to compare different investment management firms to determine what risk-adjusted valuation multiples to apply

  • How to evaluate the growth potential of one firm relative to the industry or relative to other firms

  • What public company multiples say about how a private RIA is valued

  • Are industry transaction multiples a useful benchmark in valuing an investment management firm?

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Not All AUM Is Created Equal
Not All AUM Is Created Equal

Why Product Mix Matters in Investment Manager Valuation

Investment manager valuation depends on more than headline AUM. Fee rates, revenue durability, product-level growth, margins, and operating leverage all influence the quality of an asset base and the cash flows it can generate.
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Changing Drivers
Changing Drivers

Thoughts on Compensation, Ownership, and Internal Succession

Successful RIA succession requires leadership, compensation, and ownership to evolve together over time. A gradual transition can align incentives, improve continuity, and give both senior and next-generation leaders meaningful participation in the firm’s future value.
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The Sponsor Clock: What the Recapitalization Cycle Means for RIA Sellers Holding Rolled Equity
The Sponsor Clock: What the Recapitalization Cycle Means for RIA Sellers Holding Rolled Equity
Private equity sponsor timelines are bringing a new wave of recapitalizations to RIA platforms, with important implications for principals holding rolled equity. Understanding liquidity rights, valuation mechanics, and the timing of capital events can be critical to both transaction and wealth transfer planning.
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