Crash test: How RIAs can survive the next recession

March 19, 2019

Crash test: How RIAs can survive the next recession

1. Get Out While You Still Can

Valuations for RIAs are approaching their pre-financial crisis highs, according to David DeVoe, managing parter at RIA M&A consultancy DeVoe & Company. RIAs looking to sell can command between 4x and 6x cash flow for an $100 million firm, 5.5x to 7x for a $500 million firm, and as much as 9.5x cash flow for a $1 billion firm, DeVoe said.

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