RIAs Seek Advice on ‘Keeping Up’ in Growing Sector
For advisors thinking about firm growth, ownership or a future transaction, the video frames scaling and valuation pressure as issues to consider alongside a sale process.
Summary
By the running an ria deskBrad Bueermann, CEO of wealth management consultancy FP Transitions, discusses why growing registered investment advisors are focused on scaling and keeping pace with valuations. He describes concerns about whether firms can keep up internally after recent growth and outlines options such as equity sharing, restructuring, or finding hidden value before a sale.
- Growth is prompting many RIAs to consider how they can keep pace with frothy valuations.
- Much of the discussion is around scaling and whether firms can keep up internally after the last two to three years of growth.
- Bueermann discusses equity sharing and restructuring as options for RIAs.
- He also discusses finding hidden value within firms that pursue a sale.
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