M&A - Could This Be Your Time to Sell?

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About This Episode

Merger and acquisition (M&A) activity in the wealth management profession has reached record levels for yet another year. There was a pandemic-driven pause in Q2, but Q3 saw a record-setting 44 transactions, the first time there was more than 40 transactions in a quarter. With 111 transactions through Q3, it is likely we will surpass the previous record of 132 transactions in 2019.

About Our Guest

David DeVoe is CEO and Founder 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.