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Going Independent Webinar Series: Getting Ready to Sell

Join Paul Marino (Partner) and Robert Cromwell (Counsel) from Sadis and Charlie Cornett from BNY Mellon | Pershing for the third webinar in our three-part webinar series, discussing best practices for selling your RIA.

Tuesday, June 18, 12:00-1:00 p.m.

Topics to Include:

  • Current Outlook on the Market

  • Determining the Best Time to Sell

  • The Importance of Choosing the Right Partner

  • Best Practices for Valuation and Due Diligence

  • Compliance Considerations