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Moss Adams launches growth strategy with its first RIA acquisition in a decade

Former consultants put their experience to work to build wealth management division

Author Brooke Southall January 7, 2010 at 5:01 AM
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Rebecca Pomering: Another $1 billion firm isn’t what I’m looking for

DeVon Williams Daniels

DeVon Williams Daniels

January 7, 2010 — 7:12 PM

I have been in the financial services industry with my husband for over 33 years. In 2001 we formed a new RIA, Daniels + Tansey, LLP. We have an affliated Accounting Firm(Tansey). In August of 2008 we brought a team of investment management professionals inside the firm to round our our financial ensemble. Our struggle at this point is valuation and variable compensation. The multiple for accounting firms is different than asset management firm. Any suggestions on valuation strategies, or VC strategies would very helpful.


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Mentioned in this article:

Moss Adams
Consulting Firm
Top Executive: Rebecca Pomering



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