Uploaded November 2025 | Updated September 2026, 2 weeks ago

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The RIA M&A landscape is changing fast, with evolving deal terms, growing buyer competition, and rising expectations from sellers. This fireside chat delivers five clear, research-backed strategies buyers and sellers can use right now to improve outcomes. Whether you’re looking to grow, exit, or plan for both, you’ll leave with a sharper view of the market and practical steps to move forward.