Description

Gary is back! Join Gordo and Gary as they unravel the complexities of RIA transactions, from the nuances of equity to the art of negotiation. They'll discuss how understanding these elements can transform your approach to selling your RIA and more. Learn:

• Insights into the negotiation strategies that can maximize the value of a sale.
• How client consent works in the transaction process.
• The importance of understanding equity structures and their impact on sellers.
• Four key components of an RIA transaction: closing cash, equity, deferred payments, and earn-outs.

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Episode 013: https://youtu.be/3BC7LibB4OI 

Episode 014: https://youtu.be/zkEMqaZkVMk 

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