{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"CAIS Live Conversations, Building With Alts ","title":"From Succession to Scale: David DeVoe on What's Driving RIA M&A Today (EP.42)","html":"","width":"100%","height":180,"duration":2119,"description":"David DeVoe, Founder and CEO of DeVoe & Company, has spent more than 25 years advising independent RIAs through some of the most significant decisions of their professional lives. He joins CAIS CMO Alex Cavalieri at CAIS Live | Leaders in Wealth to share his view on what's driving M&A activity for the independent advisor, and where he believes it’s heading.  \nDavid also discusses why organic growth has become an important metric in firm valuation, what a real growth culture looks like from the inside out, and why he believes succession planning is about to re-emerge as the dominant force in deal activity. He shares his framework for evaluating cultural fit in M&A and the questions he believes every founder should be asking before they go to market.\nChapters \nChapter 1: The Structural Shift in RIA M&A (02:42)Chapter 2: The Psychology of the Independent Founder (05:10)Chapter 3: What a Firm Health Diagnostic Really Looks Like (08:11)Chapter 4: Organic Growth as a Valuation Multiplier (08:59)Chapter 5: Why the Industry Underinvests in Growth (10:40)Chapter 6: Building a Comprehensive Integrated Growth Strategy (13:18)Chapter 7: Starting With Purpose (16:57)Chapter 8: Dynamic KPIs and the Long Game (21:46)Chapter 9: Making Culture Tangible in M&A (29:59)Chapter 10: Five to Seven Years of Activity Ahead (31:38)","thumbnail_url":"https://img.transistorcdn.com/jQSXh-B--p3uldAuQufN_2rX3-YRtrCcq15l6nZZODQ/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zOTQ1/MDBkZjJkZTgxNDBm/ODlkYTVmNDI2NTQ1/MjFlNy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}