Mercer Advisors M&A Webcast Series: Webinar 1 — Your Options
You’ve spent your career building a successful RIA business and are enjoying the many fruits of your labor as you serve clients well and provide meaningful employment for your staff. But have you thought about the next chapter in your journey?
Unfortunately, our industry has done a poor job at planning for the future, the lack of succession planning is starting to directly impact RIA businesses as founders are approaching retirement age. Combined with a more complex regulatory and competitive environment, many advisors are looking to get out of the back office, compliance and HR issues that seem to increase each year so that they can return to what they do best: helping clients reach their goals.
So, it is no surprise that the dramatic increase in the purchases and sales of independent RIA firms in 2020 has raised significant, strategic questions for RIA business owners as they grapple with the legal, financial, and emotional issues for what the future holds for their businesses.
Welcome to the Mercer Advisors M&A Webcast Series that has been specifically designed to help RIA business owners find answers to the key strategic questions:
- Am I prepared for success?
- Do I know what my options are?
- What is my business worth?
- How can I optimize my value, while ensuring my clients and staff are cared for?
- What are the steps in the process?
- What have similar advisors experienced?
Join us for a three-part educational series as we help you navigate the many issues, tradeoffs, and opportunities available to you as you look to the next chapter in your career. A complimentary valuation will be offered from the Mercer Advisors experts to webinar registrants.
Webinar 1 – Your Options
Ranging from an internal succession to a merger with a like-minded firm to a third-party sale or even just an orderly winding down of the business, we’ll review the many strategic options available, including the tradeoffs, pros, cons and what to look for in a partner. Led by Dave Barton, Vice Chairman for Mercer Advisors, he will share his experiences in completing 43 transactions these past several years for how to evaluate your options and choose what is right for you. Joining Mr. Barton will be Scott Kays, Founder of Kays Financial Advisory Corporation. He will share his first-hand experiences in going through the process, pitfalls to avoid, questions to ask and his advice if he had to do it all over again. Learn more about the webinar series. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 
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