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Private Wealth Daily

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 4

Page 4 of 4

RIA M&A's record streak runs through DeVoe's newest Deal Book

Aug 18

AGS: the four attributes that decide 9x vs 15x RIA pricing

Aug 18

The premium in RIA deals now goes to fit, not growth

Aug 18

The deal that sets your RIA price is never signed

Aug 18

Succession nears a breaking point, DeVoe survey finds

Aug 18

A seller's emotions can make or break an RIA deal

Aug 18

Edelman hires dealmaker to buy and recruit retirement practices

Aug 18

MAI's $1B double buy lands two RIAs on a Carlyle-backed platform

Aug 18

Cerulli: One in Four Retiring Advisors Face Succession Uncertainty

Aug 18

Two failed successions later, Kahler Financial sold to an accounting firm

Aug 18

Record RIA deal volume meets a pickier buyer pool

Aug 18

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