RIA Deal Structures & Valuation Trends in 2021: What principals need to consider before selling

On this episode of SOI podcast, we welcome Scott Hanson,: Co-Founder of Allworth Financial as our host. He shares an insightful discussion with Chris Oddy, Allworth's Chief Financial Officer

 

Key Takeaways:

• The reasons behind the blistering acceleration of M&A
• What’s a fair selling price for a firm in the $200M to $300M AUM range?
• What principals can do to prepare for a potential merger or sale
• Why firms should focus on revenue streams, growth and client mix
• Why 2021 might be a surprising year
• Understanding the importance of the distribution of fixed and variable costs when considering partnering with outside investors