Research & Thought Leadership

Thought Leadership

Succession Planning

Vexing Challenges and Savvy Solutions of both internal and external succession transactions. This webcast will examine key legal and tax considerations, as well as common challenges with human capital and integration.
Thought Leadership

The Competitive Dynamics of RIA M&A

How buyer sophistication, increased financing options, minority deals, valuations and strategic deal structures are re-shaping the M&A landscape.
Thought Leadership

Culture & Alignment: The People Side of Dealmaking

How compensation systems, equity sharing and incentive programs are being combined with qualitative strategies to drive alignment, growth and success.
Thought Leadership

Build or Buy - Or Both? Harvesting Organic and Inorganic Growth Strategies

A deep-dive into the required investments and strategies for successful marketing, recruiting, and M&A – along with the relative returns and key considerations for balancing organic and inorganic growth.
Thought Leadership

Advanced Deal Structuring and Financing

This webcast will deconstruct how upfront payments, revenue retention goals, deal consideration ceilings, financing limits, and risk-reduction strategies are converging to re-define many of the terms behind the industry’s current M&A activity.
Thought Leadership

Capstone Debate: Legal, Tax and Accounting in Dealmaking

Dan Seivert and Tom Giachetti take competing positions on the most important legal, tax and accounting issues facing dealmakers. The debate will be moderated by Sean Keenan with topics generated by the audience, real-time voting from participants – and a true look into the inner-workings of RIA M&A.
Thought Leadership

How to Maximize the Value of Your Firm

Understanding the eight most important drivers of RIA firm values and how you can improve the value of your firm before – and after – a deal.
Thought Leadership

Keynote Debate #1: The Changing Formula of Success in M&A

Stake out your strategy for success as Dan Seivert and Mark Tibergien argue opposing strategies related to “The Changing Formula of Successful Dealmaking.” Moderated by Megan Carpenter, this session will focus on topics contributed by the audience and real-time voting from webcast attendees.

Research & Thought Leadership

Succession Planning

Vexing Challenges and Savvy Solutions of both internal and external succession transactions. This webcast will examine key legal and tax considerations, as well as common challenges with human capital and integration.

The Competitive Dynamics of RIA M&A

How buyer sophistication, increased financing options, minority deals, valuations and strategic deal structures are re-shaping the M&A landscape.

Culture & Alignment: The People Side of Dealmaking

How compensation systems, equity sharing and incentive programs are being combined with qualitative strategies to drive alignment, growth and success.

Build or Buy - Or Both? Harvesting Organic and Inorganic Growth Strategies

A deep-dive into the required investments and strategies for successful marketing, recruiting, and M&A – along with the relative returns and key considerations for balancing organic and inorganic growth.

Advanced Deal Structuring and Financing

This webcast will deconstruct how upfront payments, revenue retention goals, deal consideration ceilings, financing limits, and risk-reduction strategies are converging to re-define many of the terms behind the industry’s current M&A activity.

Capstone Debate: Legal, Tax and Accounting in Dealmaking

How to Maximize the Value of Your Firm

Understanding the eight most important drivers of RIA firm values and how you can improve the value of your firm before – and after – a deal.

Keynote Debate #1: The Changing Formula of Success in M&A

Stake out your strategy for success as Dan Seivert and Mark Tibergien argue opposing strategies related to “The Changing Formula of Successful Dealmaking.” Moderated by Megan Carpenter, this session will focus on topics contributed by the audience and real-time voting from webcast attendees.