• How It Works
  • Pricing
  • FAQ
  • Log In
  • Blog
  • Join an RIA
  • Form an RIA
  • Manage Your Practice
  • Plan for the Future
  • M&A Issues
  • Other Ideas
  • Book Reviews
Home > 
Knowledge and Insight > M&A Issues
  • Like this Article
  • Save to Library
  • Print
  • 0
  • 403
  • 0

5 strategies to boost your RIA's valuation

Charles Paikert | Financial Advisor, July 2017
Read the article online >

Summary: [Slide Show] Demand for RIA firms is high, and supply is limited. As a result, some advisers considering retirement are holding off while the value of their business continues to rise.

< Previous Article
National Holdings' acquisition of broker-dealer WFG Investments and its 200 advisers called off
Next Article >
Why Even the Best-Laid M&A Deals in Wealth Management Can Fail
Be the first to comment on this Article
Blog Update Signup Banner
Want to buy an RIA practice?

RELATED ITEMS

Big Texas Merger Blends Wirehouse and Indie Practices
Added on September 2017 in M&A Issues
Want to Sell Your Firm? Then Get Your Head Right
Added on August 2017 in M&A Issues
Why "Sustainable" Firms are Worth More
Added on August 2017 in M&A Issues
Private equity investors zero in on the RIA business
Added on August 2017 in M&A Issues
Buy the Book: A Growth Strategy Worth Considering: Blog
Added on August 2017 in M&A Issues

In the RIA Match store

How Access to Financing Affects Advisors' Plans for Business Succession
How Access to Financing Affects Advisors' Plans for Business Succession
Price: $0.00
Positioning Your Firm for a Sale
Positioning Your Firm for a Sale
Price: $0.00
Hiring & Retaining Top Talent for Growth
Hiring & Retaining Top Talent for Growth
Price: $0.00
The Partnership Resource Initial Discussion Worksheet
The Partnership Resource Initial Discussion Worksheet
Price: $0.00
Knowledge and Insight
  • Blog
  • Join an RIA
  • Form an RIA
  • Manage Your Practice
  • Plan for the Future
  • M&A Issues
  • Other Ideas
  • Book Reviews
The RIA Match Service
  • How It Works
  • Plans and Pricing
  • FAQ
  • Get Started Today
  • Concierge
About RIA Match
  • Who We Are
  • Press/Recent News
RIA Match Store
  • Catalog
  • Shopping Cart
  • My Account
  • Order Tracking
  • Store Support
Support
  • Help Topics
  • Webinars
  • Glossary
  • Contact Us
RIA Match
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
  • GooglePlus
  • RSS

Legal Notices & Disclaimers · Privacy Policy · Problems with this website?
Copyright ©2025 RIA Match
Powered by PLANet w3 CMS ©2025 PLANet Systems Group

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?