Join us for a one-hour webinar designed for financial advisors exploring the RIA model and focused on building long-term enterprise value. This education‑driven session will examine what drives RIA valuations today and how strategic decisions around independence, growth, and operations can influence outcomes.
In this session, you'll learn how to:
- Understand the key factors driving RIA valuations in today's market
- Identify strategies advisors use to enhance and protect firm value
- Evaluate how business structure, growth initiatives, and recurring revenue impact valuation
- Learn what buyers look for—and where deals often fall apart
- Apply real‑world insights from advisors who have navigated the RIA transition
Michael Molnar, Head of Corporate Development and M&A at Cetera Financial Group, will anchor the discussion with a strategic view of the valuation drivers shaping RIAs today, drawing on his experience across mergers, acquisitions, and succession planning. He will be joined by Paul Justin, CEO of Sovran Advisors, who will share a practitioner's perspective on transitioning to the RIA model and the specific strategies and initiatives he is implementing to strengthen and grow firm value.
Disclaimer: Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership. Cetera named entities are not affiliated with any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. For use with financial professionals only.