Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.

How RIA owners are thinking about M&A

The unprecedented events and market volatility of the last few months have left RIA owners with a number of questions. Have I missed my chance to monetize the business I’ve spent my life building? Should I be making a succession plan now? Can I withstand another market downturn? Listen to CAPTRUST M&A executives Rick Shoff and Rush Benton have an in-depth conversation on M&A in today’s environment. Since 2006, Rick and Rush have closed more than 40 transactions for CAPTRUST in both the wealth management and retirement plan advisory spaces.