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About the Episode

Merger and acquisition (M&A) activity in the wealth management profession has reached record levels this year, highlighted by mega-deals such as the acquisition of United Capital by Goldman Sachs. Indeed, the total AUM of deals more than doubled since 2018, according to some reports. My guest today is David DeVoe, who will help us understand what is behind that trend, whether it will continue and what advisors should consider if they want to position themselves for a sale.

David DeVoe is the managing director of DeVoe & Company, which he founded in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in valuation, consulting and investment banking engagements since its launch. David has been a thought leader on RIA practice management for over 16 years and was recently called the “RIA M&A Guru” by Barron's magazine.

Show Notes

Here is a link to DeVoe & Co.’s web site.

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