Presented by FP Transitions Enterprise Value, Valuation, and Succession & M&A in Wealth Management

Program

• Why succession and M&A are pressing now, with a large share of U.S. RIA principals approaching retirement
• The difference between succession planning and continuity planning - and which a firm needs
• How internal succession works : gradually transferring ownership to the next generation, and how younger advisers finance the buy-in
• Why starting early gives owners more control, more options, and a better outcome
• Inside in the u.S. RIA M&A market: a strong sellers' market, high buyer-to-seller ratios, and multiple offers for well-run firms
• What's driving consolidation : private-equity capital, roll-ups, and the rise of the strategic acquirer
• Financial buyers vs strategic buyers - who they are and why strategic buyers often pay a premium
• The external paths : third-party sales, mergers, and Sell & Stay arrangements
• How the open market works : auditioning multiple buyers for the right fit before focusing on price
• How deals are actuall structured - cash down, performance-based notes, seller vs bank financing, and why deal terms (not just value) drive the final price
• The evolution of gross-revenue multiples paid for RIAs - how pricing has trended and why recurring-revenue firms command more
• Why usingan experienced intermediary improves the odds of closing and the value realiized
• How these U.S. models compare with the Swiss market - and where the Swiss sector may be heading, including cross-border opportunities

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