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.

To download a copy of the transcript, click here.