Daren Shaver Speaking at M&A Succession Summit

DeVoe & Company valuation expert, Adam Levy, will kick off this session with an overview of how to value your firm. Then our panel of experts will dive into the intricacies of structuring an RIA deal, exploring the key components that can make or break a transaction. From cash versus equity considerations to upfront payments and earn-outs, we'll break down the options and strategies that impact valuation and long-term success. Whether you're a buyer or seller, understanding these details is critical to optimizing your deal.

Daren Shaver: Valuation and Deal Structure: It’s All in the Details