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Why RIA Buyers Prioritize Firms with Engaged G2 Leadership

Summary by wealthmanagement.com
RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.
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Why RIA Buyers Prioritize Firms with Engaged G2 Leadership

RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.

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wealthmanagement.com broke the news in on Friday, June 13, 2025.
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