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AdvisorsUNITE

Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation

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Tag: Valuation

Posted on September 21, 2020September 21, 2020

New Study Finds Increased Likelihood to Sell Internally

DeVoe & Company just released their 2020 DeVoe RIA M&A Outlook Study. This is their 3rd annual survey of RIAs to gauge current and shifting perceptions about M&A activity within the industry and it is full of great insights.

Posted on March 19, 2019

Six Steps to Creating An Effective Continuity Plan

As you put together your own unique plan, here are six best practices to consider as you create an effective and practical continuity plan.

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Recent Posts

  • New Study Finds Increased Likelihood to Sell Internally
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