Corporate Valuation, Investment Management

October 19, 2017

What's My RIA Worth?

It is important to know the current value of your investment management firm and understand valuation concepts in order to:

  1. Know how to build the value of your investment management firm;

  2. Know how to evaluate opportunities to sell your firm; and,

  3. Have a basis for discussing internal ownership transition issues.

In this 60-minute webinar, Matt Crow and Brooks Hamner, who work with RIAs throughout the country on valuation-related issues, will address the following:

  • How to normalize cash flow to determine the profitability of a RIA

  • How to compare different investment management firms to determine what risk-adjusted valuation multiples to apply

  • How to evaluate the growth potential of one firm relative to the industry or relative to other firms

  • What public company multiples say about how a private RIA is valued

  • Are industry transaction multiples a useful benchmark in valuing an investment management firm?

Continue Reading

The Cost of Staying Independent
The Cost of Staying Independent

Sometimes Doing Nothing Is the Riskiest Choice

Remaining independent requires RIA owners to invest in future leaders, fund an ownership transition, and share authority. Delaying those commitments can increase risks for founders, employees, and clients, even when the business continues to perform well.
RIA Valuation Insights Blog Investment Management
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Skeletons in the Data Room: What Can Haunt an RIA Sale
Skeletons in the Data Room: What Can Haunt an RIA Sale
Client concentration, an aging client base, weak organic growth, founder dependence, and questionable earnings adjustments can complicate an RIA sale. Identifying and addressing these issues before due diligence helps owners protect transaction value and negotiate from a stronger position.
RIA Valuation Insights Blog Investment Management
Read Now about Skeletons in the Data Room: What Can Haunt an RIA Sale
Alternative Asset Managers Face a Reset in Public Market Valuations
Alternative Asset Managers Face a Reset in Public Market Valuations
Alternative asset managers experienced a significant contraction in public-market valuation multiples through September 2026 despite continued growth in assets under management and revenue. The divergence between operating growth and market performance highlights the importance of profitability, recurring revenue, and firm-specific fundamentals when assessing asset management businesses.

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