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The Choices You Make Determine the Value of Your Firm 

How Your Investment Management Processes Shape Your Firm Valuation

Valuation Guide

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.

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GeoWealth TAMP

Modern TAMP for Modern RIAs

Get Powered by GeoWealth

We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal.

Overview of Solutions