Complimentary White Paper

The Heart of the Deal
Exploring the emotional journey owners face when undergoing external partnerships.
RIA owners sell their companies for many reasons: to solve for succession, gain the resources of a larger partner, reduce financial risk, to add services for their clients, and more. When you embark on the sales journey, you expect to negotiate valuation, deal structure, and other quantifiable components.

Yet, you might be unprepared when confronted by another common-but-critical, and unexpected, factor: The emotional side of selling.

In collaboration with DeVoe & Company, “The Heart of the Deal” explores the emotional journey and unforeseen challenges an owner will face when undergoing an external partnership, and then delves into how to overcome many of those barriers.

You will also learn:

  • Why an internal succession plan is not possible for some RIAs
  • The three main areas of concern for business owners when selling
  • The most common fears principals have about transition planning
  • How to move beyond the emotional barriers to make decisions that are right for your goals
The Heart of the Deal

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