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Deals & Dealmakers Summit
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Deal Reports & Other Research
Thought Leadership
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.
Deal Reports & Other Research
The 2018 RIA M&A Deal Report
Click here to download The 2018 RIA M&A Deal Report
Deal Reports & Other Research
Selling
To request a copy of any report please contact us.
Deal Reports & Other Research
Buying
To request a copy of any report please contact us.
Deal Reports & Other Research
Merging
To request a copy of any report please contact us.
Deal Reports & Other Research
Equity Sharing
To request a copy of any report please contact us.
Deal Reports & Other Research
Continuity Planning
To request a copy of any report please contact us.
Deal Reports & Other Research
Succession Planning
To request a copy of any report please contact us.
Deal Reports & Other Research
Tuck-In Transactions
To request a copy of any report please contact us.
Deal Reports & Other Research
Rollups in the Wealth Management Industry
To request a copy of any report please contact us.
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