In this engaging discussion, Jason Diamond, Partner at Diamond Consultants, delves into the vibrant landscape of mergers and acquisitions in the wealth management sector. He shares valuable insights on how financial advisors can maximize their enterprise value when considering independence. Topics include the balance between remaining in established firms versus branching out, the influence of private equity on RIAs, and the critical factors that enhance business appeal to potential buyers. A must-listen for advisors contemplating their future!
