Latest / Advisor Talk with Frank LaRosa
M&A Masterclass
Listeners of the episode will learn direct from Frank and Dale:
*Why there is still tremendous M&A activity – even though the markets are flattening – particularly when it comes to RIAs buying other RIAs.
*The financials which are characterizing RIA acquisition deals, understanding valuations, and assessing when the right time to sell your practice may be.
*Understanding the importance of which internal processes and business structures need to be in place when preparing your practice for selling.
*The keys to building a resilient practice with replicable success strategies to receive the…
The skinny
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