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David DeVoe: How to Maximize Your RIA Firm’s Valuation

Barron's Advisor

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Navigating the Sale of RIA Firms

This chapter explores the emotional and strategic complexities advisors face when contemplating the sale of their firms amidst a competitive landscape. It contrasts the allure of lucrative offers with the desire for personal freedom and the importance of alignment with partner organizations. Additionally, the discussion delves into growth strategies and the implications of private equity on the evolving RIA sector.

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