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Webinar Replay: Understanding RIA Valuations

Auto Dealer Valuation Insights

In our latest webinar, Brooks K. 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. Milam, CFA explore the critical elements shaping RIA valuations in today’s market.

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The Seven Key Drivers of Business Valuation

Biz Equity

In a recent RIA Channel webinar, Ryan Thompson explained and applied these specific KPIs in depth. For financial advisors, there are five additional, industry-specific metrics that can help determine the trajectory of firm value: Total assets under management (AUM). Take a look here. Total number of clients.

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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. He encouraged firms to overcome their hesitation to take on debt, viewing it as a valuable tool for growth. Click here to continue the conversation.

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