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A Guide for Planning Your RIA Firm’s Sale or Acquisition 

It's no secret that the industry is going through a period of increased consolidation. Whether you're hoping for a sale or acquisition of your firm next year or in 5 years, there are steps you can take today to position yourself for a stronger valuation. 

This guide presents ideas for institutionalizing your investment management processes as a way to maximize your firm valuation. This eBook explores:

• Industry M&A trends and an exploration of demographic changes among the advisor community
• Ideas for institutionalizing portfolio management processes
• Central questions a potential purchaser will focus on when evaluating your firm

Download your eBook and start planning your legacy.