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RIA M&A Strategies

 

HOST

David H. Lenok
Senior Wealth Planning Editor

WealthManagement.com

 

Thursday

Oct. 27, 2022

4:00PM  ET

1:00 PM PT

 

 

 

 

Wealth Management M&A: Industry Influencers and Experts Reveal What Is Driving Valuations Now

A banker, buyer and top industry consultant discuss major trends impacting the value of your business in 2022

 

Economic policies and market trends over the past couple years have made now one of the most attractive times to sell your business our industry has ever seen. After learning this, many successful advisors ask themselves, will the seller’s market continue? What can I do to get top dollar for my business? How much am I giving up by selling? Our panel combines decades of industry experience to discuss these topics.

 

The panel brings together long time experts from each side of the equation: Stuart Silverman President of Bluespring Wealth Partners a leading acquisition firm, David Abbott President of Cambridge International Partners a banking firm providing M&A services to the investment management space since 1989, and Philip Palaveev CEO of the Ensemble Practice, a top consultant who helps financial advisors grow their practices to make them more valuable.

 

 

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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Stuart Silverman

Chairman
Bluespring Wealth Partners

 

 

 

PRESENTER

David Canter

President
Bluespring Wealth Partners

 

 

 

PRESENTER

Philip Palaveev

Chief Executive Officer
The Ensemble Practice

 

 

 

PRESENTER

David Abbott

President
Cambridge International Partners

 

 

 


SPONSORED BY:
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