
Sign up to save your podcasts
Or


David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in place today, what might affect a firm's value in the current landscape, and how to retain your talent and culture, all while continuing to grow.
By Dimensional Fund Advisors4.7
2222 ratings
David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in place today, what might affect a firm's value in the current landscape, and how to retain your talent and culture, all while continuing to grow.

522 Listeners

941 Listeners

282 Listeners

2,023 Listeners

475 Listeners

463 Listeners

2,116 Listeners

921 Listeners

243 Listeners

87 Listeners

115 Listeners

324 Listeners

135 Listeners

48 Listeners

994 Listeners