Succession & selling a firm

9 stories this week 71 in all, from the Advisors desk.

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Succession & selling a firm stories, page 3

Page 3 of 4

By date

ESOP bill clears the House; exit advice gets a rulebook

Sep 17

The RIA sale price hides in the owner's salary line

Sep 16

Sanchez's real multiple sits in the terms nobody published

Sep 11

A $710 million exit where the founder stays put

Sep 10

The 3X lure that keeps founders from exiting

Sep 3

Savant's Socha deal maps a hybrid exit

Sep 1

Scale commands record prices as RIA deal count falls

Aug 26

Fidelity's M&A report is a seller's checklist

Aug 26

The 11.6x RIA multiple is a retention premium

Aug 25

Calculator wave prices every advisor's exit

Aug 25

Vistria's Curi deal keeps employees on the cap table

Aug 25

The 71% succession gap in executive benefits

Aug 24

The sunset deal’s last excuse is being automated away

Aug 24

Sticker multiples shrink as retention and earnout clauses bite

Aug 24

A free exit score is resettling RIA prices

Aug 21

FP Transitions' free tool puts a number on an RIA's exit math

Aug 20

SEI-backed Stratos acquires $400 million Illinois planning firm

Aug 20

A $644M solo practice finds an exit in a $160B aggregator

Aug 19

Carlyle's $2.8 billion MAI bet re-prices the RIA exit

Aug 19

RIA deal report maps what buyers reject

Aug 18

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Succession & selling a firm

Succession & selling a firm stories, page 3

Page 3 of 4

ESOP bill clears the House; exit advice gets a rulebook

The RIA sale price hides in the owner's salary line

Sanchez's real multiple sits in the terms nobody published

A $710 million exit where the founder stays put

The 3X lure that keeps founders from exiting

Savant's Socha deal maps a hybrid exit

Scale commands record prices as RIA deal count falls

Fidelity's M&A report is a seller's checklist

The 11.6x RIA multiple is a retention premium

Calculator wave prices every advisor's exit

Vistria's Curi deal keeps employees on the cap table

The 71% succession gap in executive benefits

The sunset deal’s last excuse is being automated away

Sticker multiples shrink as retention and earnout clauses bite

A free exit score is resettling RIA prices

FP Transitions' free tool puts a number on an RIA's exit math

SEI-backed Stratos acquires $400 million Illinois planning firm

A $644M solo practice finds an exit in a $160B aggregator

Carlyle's $2.8 billion MAI bet re-prices the RIA exit

RIA deal report maps what buyers reject