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.

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