COVID-19 throws a curve ball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own

M&A rainmakers hedge their bets on how deep COVID-19 will drive cuts to RIA sale prices, although first quarter market has been stable.

Author Oisin Breen April 10, 2020 at 1:50 AM

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Jeff Concepcion: If things stayed easy, [advisors] would stay another two or three years, but now they're saying, 'I don't want to go through another cycle like this.'

RIA M&A

COVID-19 throws a curve ball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own

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