Inside the Deal Part 2: Execution

Zero in on RIA deal execution behind closed doors and learn best practices for RIAs contemplating a sale. Harris Baltch, Dynasty's Head of M&A and Capital Strategies, is joined by Liz Nesvold, Managing Director and Head of Raymond James' Asset and Wealth Management Investment Banking Unit, to discuss how to execute RIA M&A successfully. Join two of the most accomplished RIA dealmakers in the space as they delve into a review of the evolving M&A landscape, how execution has changed throughout the pandemic, structural considerations, valuation best practices and much more.