Advisor M&A: What to Prioritize to Drive A Firm’s Enterprise Value
Dick Darian, Founding Partner, Wise Rhino Group
Peter Campagna, Partner, Wise Rhino Group
Rob Madore, Director, Wise Rhino Group
August 05, 2021
The landscape for retirement advisors continues to evolve with fee compression, record M&A activity, private equity interest, and a push towards wealth management. Learn how to prepare your firm for the coming changes facing independent advisors, identify the areas that will help drive the greatest increase in enterprise value for your firm, and establish a framework for evaluating the future of your firm.
