Matthew R. Crow, ASA, CFA, president of Mercer Capital, and Brooks K. Hamner, CFA, vice president of Mercer Capital, are presenting at the RIA Institute’s 3rd Annual RIA Central Investment Forum. Mercer Capital is also one of the sponsors of the event. The forum takes place on April 4th and 5th at the Four Seasons Hotel in Chicago, Illinois.
The forum focuses on the innovative practice management strategies and investment opportunities that advisors must learn to prepare their firms to benefit from the largest transfer of wealth in U.S. history while continuing to offer the added value that their older clients expect in an age of lower-cost options.
As the need for a functional buy-sell agreement is essential to the prosperity and sustainability of investment management firms, Matt and Brooks’ session, Buy-Sell Agreements for Investment Management Firms: An Ounce of Prevention is Worth a Pound of Cure, discusses the key characteristics and valuation implications of an RIA’s buy-sell agreement, with the purpose of keeping the firm‘s ownership focused on mutual economic benefit and to avoid expensive disputes over value.
Mercer Capital’s Asset Management practice provides RIAs, trust companies, and investment consultants with corporate valuation, financial reporting valuation, transaction advisory, portfolio valuation, and related services. Our industry blog, RIA Valuation Insights, is updated weekly with commentary on issues important to the Asset Management industry.