Corporate Valuation, Financial Services

October 29, 2020

What RIAs Need to Know About Current Estate Planning Opportunities

Estate and tax planning matters are an important component of the overall financial plan for many RIA clients.  The current tax policy and market environment create unique estate planning opportunities that may not last if economic conditions normalize or if Biden wins in November.  This webinar addresses the available opportunities that RIA principals and advisors should be aware of in the current environment. Original air date: October 28, 2020
Author
Brooks K. Hamner
Senior Vice President
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What Today’s RIA M&A Headlines Tell Us About Valuation and Succession
What Today’s RIA M&A Headlines Tell Us About Valuation (and Succession)
RIA M&A headlines can create the impression that valuation is primarily about scale and headline multiples. In reality, today’s transaction environment reflects a more nuanced assessment of risk, growth, governance, and succession readiness.
Mineral Aggregator Valuation Multiples Study Released-Data as of 03-10-2026
Mineral Aggregator Valuation Multiples Study Released

With Market Data as of March 10, 2026

Mercer Capital has thoughtfully analyzed the corporate and capital structures of the publicly traded mineral aggregators to derive meaningful indications of enterprise value. We have also calculated valuation multiples based on a variety of metrics, including distributions and reserves, as well as earnings and production on both a historical and forward-looking basis.
Five Takeaways from Dimensional Fund Advisors’ Deals and Succession Conference
Five Takeaways from Dimensional Fund Advisors’ Deals and Succession Conference
Our team attended Dimensional’s Deals and Succession Conference in Charlotte this week, where industry leaders gathered to discuss the evolving M&A and succession landscape. While activity remains strong, this year’s conversations centered more on growth quality, equity structure, leadership depth, and cultural alignment than on deal volume alone.

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