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015: Anatomy of a Deal: The RIA Seller's Guide
Gary is back! Join Gordo and Gary as they unravel the complexities of RIA transactions, from the nuances of equity to the art of negotiation. They'll discuss how understanding these elements can transform your approach to selling your RIA and more. Learn:
- Insights into the negotiation strategies that can maximize the value of a sale.
- How client consent works in the transaction process.
- The importance of understanding equity structures and their impact on sellers.
- Four key components of an RIA transaction: closing cash, equity, deferred payments, and earn-outs.
Subscribe to our Other Channels!
- https://www.youtube.com/@MeetModernWealth
- https://www.youtube.com/@AmericasWealthManagementShow
Episode 012: https://youtu.be/e5g_d_XF7wk
Episode 013: https://youtu.be/3BC7LibB4OI
Episode 014: https://youtu.be/zkEMqaZkVMk
Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/
Connect with Us: Modcast.show
View all episodes
By Jason Gordo and Gary Roth
4.8
55 ratings
Gary is back! Join Gordo and Gary as they unravel the complexities of RIA transactions, from the nuances of equity to the art of negotiation. They'll discuss how understanding these elements can transform your approach to selling your RIA and more. Learn:
- Insights into the negotiation strategies that can maximize the value of a sale.
- How client consent works in the transaction process.
- The importance of understanding equity structures and their impact on sellers.
- Four key components of an RIA transaction: closing cash, equity, deferred payments, and earn-outs.
Subscribe to our Other Channels!
- https://www.youtube.com/@MeetModernWealth
- https://www.youtube.com/@AmericasWealthManagementShow
Episode 012: https://youtu.be/e5g_d_XF7wk
Episode 013: https://youtu.be/3BC7LibB4OI
Episode 014: https://youtu.be/zkEMqaZkVMk
Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/
Connect with Us: Modcast.show
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