RIA Labs – Practice Valuation
What impacts the value of an RIA firm? This edition of our RIA Lab series will uncover the key factors and considerations that all practice owners should be aware of, from both the seller and buyer perspectives. Our panel of experts will enable you to effectively ‘look under the hood’ to understand how the growth, profit, and risk profiles of your practice can impact its value, how variables such as client demographics and advisor payout models should be handled, and the strategies that you can implement when looking to explore potential acquisition or expansion
Venue: Virtual
What impacts the value of an RIA firm? This edition of our RIA Lab series will uncover the key factors and considerations that all practice owners should be aware of, from both the seller and buyer perspectives. Our panel of experts will enable you to effectively ‘look under the hood’ to understand how the growth, profit, and risk profiles of your practice can impact its value, how variables such as client demographics and advisor payout models should be handled, and the strategies that you can implement when looking to explore potential acquisition or expansion.
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