Before the Deal:
9 Critical Steps to Ready Your RIA
Whether you're planning to slow down, sell, or simply prepare your firm for the future — this webinar will walk you through the most important actions to protect your value, your clients, and your legacy.
Watch Now
What You'll Learn
In this no-fluff, strategy-first session designed for RIA principals, you’ll gain clarity on how to:
- Assess and document your advisory firm’s true value
- Clean up your books and streamline expenses
- Segment and strengthen client relationships
- Systematize key operational data and workflows
- Identify the right succession partner and avoid mismatched deals
This is the proven framework used by top firms preparing for transition, growth, or succession in the next 2–10 years.
Who WOULD BENEFIT
This webinar is designed for:
- RIA owners with $25M–$250M AUM
- Advisors thinking about retirement or partnership within the next decade
- Principals without a written succession plan
Firms seeking to strengthen valuation before selling or merging
Meet the Speakers
Jesse Wohl, CFP®
President, Antolino & Associates
14+ years of experience advising and acquiring advisory firms
Collin Ricker, ChFC®
Head of Partnerships, Antolino & Associates
Specialist in advisor transitions, deal structuring, and practice growth
