Here’s what you need to know before selling your RIA

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Few people have overseen more RIA deals than Accelerated Wealth Partners CEO Eric Amar. During a decade at Focus Financial Partners, he worked on more than 60 mergers and acquisitions, giving him a firsthand view of what buyers want, and what sellers should know, when making a deal. In this episode of This Week in Wealth, Eric talks to Ian and Alex about that process. He shares how it has changed with the influx of private equity money, the key metrics that buyers look at, and what sellers should ask so that they can make a decision that’s best for them.
12 Sep English United States Investing

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