How to Get "PE Value" With or Without PE

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Wed, July 8, 2026 • 1 PM PT / 3 PM CT / 4 PM ET

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About This Session

Cut Through the Noise on RIA Valuation & Exit Strategy

PE-backed buyers were involved in more than 80% of RIA transactions in 2025. But headline multiples rarely tell the full story — and most advisors don't realize that PE-caliber value may be achievable through internal succession or a sale to a peer when the right planning and deal structure is in place.

This data-driven webinar gives you a clearer look at your exit options based on your practice size, timeline, buyer universe, and long-term priorities.

What You'll Walk Away Knowing

What today's RIA valuation multiples actually look like — and why bids for the same firm can vary widely.
How PE-backed aggregator offers are structured, including where headline value and realized value can differ.
How to build enterprise value that commands a premium from PE platforms, peer firms, or your own next-gen team.
The planning and deal strategies that can help close the valuation gap between internal succession and external sale options.

Best fit for advisory firm owners who are fielding offers, planning an internal succession, evaluating growth options, or beginning to think seriously about an eventual exit.

How to Get "PE Value"
With or Without PE

Register for the Webinar

Cut Through the Noise on RIA Valuation & Exit Strategy

What You'll Walk Away Knowing

4.9-Star Average Rating

Award-Winning M&A Team

Credentialed Experts

How to Get "PE Value"With or Without PE

Register for the Webinar

Cut Through the Noise on RIA Valuation & Exit Strategy

What You'll Walk Away Knowing

4.9-Star Average Rating

Award-Winning M&A Team

Credentialed Experts

How to Get "PE Value"
With or Without PE