In our latest webinar, Matthew R. Crow, CFA, ASA and Brooks K. Hamner, CFA, ASA guide you through the critical steps of succession planning, ensuring your firm’s legacy thrives while maximizing its value. They discuss different ownership models and their implications, key considerations for maximizing firm value during a transition, and practical tools and steps to start planning for a successful transition today.

Whether you’re considering a sale, seeking investment, or transacting with current employees, this session is designed to equip RIA owners, acquirers, and industry advisors with the knowledge to make informed decisions and capitalize on emerging opportunities.

We hope you find it informative and helpful.

Click here to watch the webinar in full screen