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Navigating Equity Ownership Options for the Next Generation
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing & Practice Management
Course Description

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

This webinar will provide an overview of internal succession, the current landscape for advisor M&A activity, and how these opportunities impact exit planning and succession strategies among Fee-Only RIAs. Aimed toward next-generation advisors, the program will discuss key considerations in enterprise value, deal structure, continuity, and exit planning. Learn how internal succession works functionally and how to think about your role as a potential successor. 

Learning Objectives
  1. Understand high-level aspects of exit planning and internal succession
  2. Learn about the current M&A landscape
  3. Understand the role of next-generation advisors in a growing firm
Mallory Boutin, MBA

Mallory Boutin, MBA, is a consultant at FP Transitions specializing in supporting Fee-Only financial planners and independent RIA owners. Drawn to FP Transitions by its culture of intellectual curiosity and emphasis on building relationships, Mallory gets excited about solving the puzzle that lies at the heart of each individual advisor’s or practice’s business problem. From there, she personalizes her approach to deliver the services they need while building a relationship that helps to support their long-term success.

Availability: On-Demand
Access expires on 12/31/2025
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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