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RIA Valuation Archives - RIA Compliance, Registration & Notice Filing

RIA Valuation

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RIA Valuation Calculation

Understanding the valuation calculation of a Registered Investment Advisory (RIA) firm. At some point, most advisors contemplate buying or selling a RIA firm and the obvious first question they have is how to properly value a firm. Assessing the value of an RIA firm has many variables.  It is important to start with a simple baseline [...]

RIA Firm Merger & Acquisition

Investment Advisory (RIA) Firm Merger & Acquisition Success One question I get quite a bit from my growth client base is “Do you know of any advisors looking to retire and/or sell their practice?” My response is “Not at this time but I am aware of a number of advisors that talk a lot about [...]