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Webinar Replay: Understanding RIA Valuations

Auto Dealer Valuation Insights

In our latest webinar, Brooks K. Milam, CFA explore the critical elements shaping RIA valuations in today’s market. They discuss the key factors influencing RIA valuations, the latest industry trends, methodologies for valuing RIAs, and best practices to maximize firm value. Hamner, CFA, ASA and Zachary C.

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Reflecting on 2024: Lessons and Opportunities in M&A

IT Valuations

By Dr. Aaron Mahl, EVP Business Development, iTValuations As the year winds down, we recently hosted our final webinar of 2024: M&A in 2024: A Year in Review. Another significant trend was the continued impact of economic factors such as interest rates and evolving market conditions. Click here to continue the conversation.

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