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?