Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

Update: 2024-03-05

Description

David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in place today, what might affect a firm’s value in the current landscape, and how to retain your talent and culture, all while continuing to grow.

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Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

#box-pro-ellipsis-17365167306667{-webkit-line-clamp:2;}Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth