Mercer Advisors M&A Webcast Series: Webinar 2 — Your Valuation 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 2 – Your Valuation In this second webinar, we answer the key question as to how RIA firms are being valued, the various methods and approaches, and the key aspects of the current deal environment. Led by Dave Barton, Vice Chairman for Mercer Advisors, with 43 transactions, Mr. Barton will detail the valuation process, which components of your business are value drivers, and how you can optimize your business for success. Joining Mr. Barton will be Cathy Miller, Co-Founder of Atlanta Financial Associates, who has recently joined Mercer Advisors. Cathy will share her first-hand experiences in going through the valuation process, what to look for, key documents to have ready, what financial information is needed, and her advice for a successful valuation. 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. |