Join us for a one-hour, CE-eligible webinar
Are you a financial advisor interested in exploring the RIA model and looking to build long-term enterprise value? If so, we invite you to attend a one-hour, CE-eligible webinar designed specifically for you. This education-driven session will delve into what drives RIA valuations in today’s market and how strategic decisions surrounding independence, growth, and operations can significantly impact outcomes.
What to Expect
In this session, you’ll have the opportunity to learn valuable insights on:
- Understanding the key factors that are currently driving RIA valuations
- Identifying strategies that advisors employ to enhance and safeguard firm value
- Evaluating how business structure, growth initiatives, and recurring revenue can influence valuation
- Learning about what potential buyers look for and common pitfalls in deals
- Applying real-world experiences from advisors who have successfully navigated the RIA transition
Leading the discussion will be Michael Molnar, Head of Corporate Development and M&A at Cetera Financial Group. With his expertise in mergers, acquisitions, and succession planning, Michael will provide a strategic view of the valuation drivers shaping RIAs today. Joining him is Paul Justin, CEO of Sovran Advisors, who will offer a practitioner’s perspective on transitioning to the RIA model and share specific strategies he is implementing to strengthen and grow firm value.
Disclaimer
Cetera Financial Group (Cetera) is a network of independent retail firms under common ownership. Entities registered as investment advisers with the SEC include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located in San Diego, CA.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings). All referenced entities are under common ownership. Cetera named entities are not affiliated with any other named entity.
Individuals affiliated with Cetera firms may offer brokerage services, investment advisory services, or both. This webinar is intended for financial professionals only.
For more information and to register for the webinar, visit here.
