David DeVoe

David DeVoe, Founder and CEO of DeVoe & Company, shares his expert insights on maximizing valuations for RIA firms. He discusses the booming M&A activity and how private equity is shaping the industry. DeVoe highlights the importance of emotional and strategic factors when considering a sale, alongside effective marketing strategies that show the true value of financial advisors. He explains key valuation factors like growth and profitability, and emphasizes the necessity of clear career paths for employee engagement and retention.