Ballast Offers Resource to Advisors: Back to Business – Q4 2020 RIA M&A Outlook
Back to Business – Q4 2020 RIA M&A Outlook
2020 has been a challenging environment for even the most resilient Advisors and their Clients. Many business plans focusing on growth this year
were thrown out of the window in March when the global pandemic effectively shut down the economy. As we begin to resume normal business activities, FLX Distribution and our Asset Manager partner, Ballast
Equity are committed to bringing you resources to best position your practice for growth.
• How M&A transactions and RIA valuations have been affected by Covid-19 – what it means for your succession plan or growth strategy.
• Preparing for the commercial loan process and how to successfully leverage bank financing.
• Regulatory considerations for RIAs – the most common red flags regulators look for and how to leverage outside legal counsel, allowing you and your team to focus on growth.
Click here to join the meeting October 6th at 12 pm ET via Zoom. Meeting ID: 947 3310 4242
Sponsored by FLX Distribution and Ballast Equity