DeVoe & Company:
Offers comprehensive valuation, strategy and M&A advisory services to help you accelerate the achievement of your business goals. Review the DeVoe RIA Deal Book™ – Q2 2018 to learn more about recent acquisition activity. Contact David DeVoe to learn more.
Provides FINRA-licensed investment banking and M&A services (through wholly owned broker-dealer), customized valuations appropriate for the particular situation, and management consulting for projects such as equity sharing, succession planning, executive compensation, shareholder liquidity and growth strategy. Check out their 2018 RIA M&A Deal Report. Contact Dan Seivert to learn more at 888.560.9027.
InCap Group, Inc:
Offers investment banking services to asset managers, wealth managers, securities brokers, and FinTech companies, including merger & acquisition advice, valuations, and strategic advice. Contact James Tennies to learn more.
Park Sutton Advisors:
Offers advisory services encompassing mergers and acquisitions, divestitures, strategic alliances, joint ventures, valuations and succession planning. Contact Steven Levitt to learn more.
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Are you creating a legacy or capital? As a longtime partner in your RIA firm, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your clients are served, to...
If you’ve been an RIA for any length of time, you know your clients well. The day after the Dow takes a 500-point dive, your phone is ringing off the hook as you walk into the office. She’s terrified. Does this mean she’s going to lose her life savings? Should he take...