RIA Deal Structures & Valuation Trends in 2021: What principals need to consider before selling

On this episode of SOI podcast, we welcome Scott Hanson,: Co-Founder of Allworth Financial as our host. He shares an insightful discussion with Chris Oddy, Allworth's Chief Financial Officer   Key Takeaways: The reasons behind the blistering acceleration of M&A What’s a fair selling price for a firm in the $200M to $300M AUM range? What principals can do to prepare for a potential merger or sale Why firms should focus on revenue streams, growth and client mix Why 2021 might be a surprising year Understanding the importance of the distribution of fixed and variable costs when considering partnering with outside investors