23 min

RIA Deal Structures & Valuation Trends in 2021: What principals need to consider before sellin‪g‬ Allworth Financial's State of the Industry

    • Business

On this episode of SOI podcast, we welcome Scott Hanson,: Co-Founder of Allworth Financial as our host. He shares an insightful discussion with Chris Oddy, Allworth's Chief Financial Officer
 
Key Takeaways:
The reasons behind the blistering acceleration of M&A
What’s a fair selling price for a firm in the $200M to $300M AUM range?
What principals can do to prepare for a potential merger or sale
Why firms should focus on revenue streams, growth and client mix
Why 2021 might be a surprising year
Understanding the importance of the distribution of fixed and variable costs when considering partnering with outside investors

On this episode of SOI podcast, we welcome Scott Hanson,: Co-Founder of Allworth Financial as our host. He shares an insightful discussion with Chris Oddy, Allworth's Chief Financial Officer
 
Key Takeaways:
The reasons behind the blistering acceleration of M&A
What’s a fair selling price for a firm in the $200M to $300M AUM range?
What principals can do to prepare for a potential merger or sale
Why firms should focus on revenue streams, growth and client mix
Why 2021 might be a surprising year
Understanding the importance of the distribution of fixed and variable costs when considering partnering with outside investors

23 min

Top Podcasts In Business