Breakout Sessions C

Collaborative  |  Wealth Firms and Solution Providers  |  30 Minutes

#1 - Scaling the Firm: The Business Model Decisions That Determine Whether Growth Creates Value or Chaos

Scaling and growing are not the same thing, and the firms that have figured that out are building something more valuable. Growth adds revenue. Scaling builds the infrastructure, the leadership depth, and the operating model that makes growth compound over time. What decisions make the biggest difference, and how do we know when we have made them well?

#2 - M&A as a Growth Strategy: What the Best RIA Acquirers Do Differently.

M&A is the fastest path to scale in this industry and one of the surest ways to destroy value if the integration is not part of the deal plan from day one. Acquisitions are an ongoing event in the RIA space. We have seen deals done well and others that fell short. How should acquirers evaluate RIAs? How are deals structured to work for both sides? How does an acquired firm integrate so that its unique attributes and service model live on, and how does an M&A capability become a real competitive edge?