Navigating the Sale of an RIA Business

December 10, 2024

Mergers and Acquisitions (M&A) Panel

How do you successfully navigate the sale of an RIA business? At the recent Meketa Capital Private Markets Investment Forum, an esteemed panel of industry leaders shared their unique perspectives on building value, planning strategically, and making client-centered decisions. From succession planning to private equity partnerships, their reflections offer thought-provoking insights for advisors thinking of selling or merging their businesses.

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