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.
Rush Benton, CFA®View Profile
Rick Shoff, AIF®, CM&AA®View Profile
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
© 2023 CAPTRUST Financial Advisors