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Let's just come right out and say it: It's a good time to sell a registered investment advisor practice.
We've all read headlines about sky-high multiples and firm owners fielding multiple calls a day from potential suitors. It's an environment where successful founders can generate tremendous value from selling their firms. The process isn't simple, however, and there are pitfalls that owners can stumble into, potentially robbing them of hard-earned enterprise value.
Adam Lewis, partner at Vedder Price, talked through these dynamics this week during a standing-room only session at the Future Proof Festival in Huntington Beach, California. While he advises on M&A across multiple industries, the world of wealth management stands apart in 2026 as the "strongest by far" in terms of dealmaking activity. The entrance of private equity buyers in the RIA **** e has been particularly significant, with the heightened competition among buyers helping ramp up valuations. It's a great environment for sellers who hope to monetize their life's work to fund their retirement lifestyle and potentially create intergenerational wealth, Lewis said. But it's important to be diligent and bring the right expertise to the table during the negotiation process.
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#lewis
Let's just come right out and say it: It's a good time to sell a registered investment advisor practice.
We've all read headlines about sky-high multiples and firm owners fielding multiple calls a day from potential suitors. It's an environment where successful founders can generate tremendous value from selling their firms. The process isn't simple, however, and there are pitfalls that owners can stumble into, potentially robbing them of hard-earned enterprise value.
Adam Lewis, partner at Vedder Price, talked through these dynamics this week during a standing-room only session at the Future Proof Festival in Huntington Beach, California. While he advises on M&A across multiple industries, the world of wealth management stands apart in 2026 as the "strongest by far" in terms of dealmaking activity. The entrance of private equity buyers in the RIA **** e has been particularly significant, with the heightened competition among buyers helping ramp up valuations. It's a great environment for sellers who hope to monetize their life's work to fund their retirement lifestyle and potentially create intergenerational wealth, Lewis said. But it's important to be diligent and bring the right expertise to the table during the negotiation process.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#lewis
2 days ago
