Watch our 1 hour panel discussion.

There is an inescapable truth that exists in the RIA community. The fact is an overwhelming majority of advisory firms want to buy another firm. How do you stand out in the crowded field of buyers?

  • Learn what it takes to get a seller’s attention; it’s not what you think
  • Gain insights from an experienced buyer
  • Discover an assessment process you can use

 

Panelists:

Rick Shoff

Managing Director

CAPTRUST Advisors

Paul Cronin

Partner

Successful Transition Planning Institute

Emily Chiang

A Successful Seller

Mary Ann Buchanan

Moderator

Founder and  CEO of RIA Match.