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Next week, on January 16th at the SLS Hotel, a Luxury Collection Hotel, Beverly Hills, 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Southern California and its neighboring states will join together. In the afternoon, the panel “Coming to a Crossroads: Build, buy or sell?” will debate inorganic versus organic growth and identify the pros and cons to both while highlighting the importance of a succession plan. Eighty percent of the RIAs surveyed for the RIA Edge Report by Wealth Management IQ think their businesses will be worth at least 10% more in 2024 than it is today, and 50% believe the value of their firm will increase by 20% or more. Given this rapid growth, RIAs are faced with the decision on whether or not to participate in the industry-wide M&A activity either on the buy-side or the sell-side. Antonia Burchman Recht, Senior Director of Corporate Development at Miracle Mile Advisors and Bradford Hixson, Managing Director, M&A at Lido Advisors, LLC will chime into this discussion offering their own views alongside fellow panelists. Following this discussion, Brett Graffy, CAIA, Managing Director- Private Credit of Aksia LLC will be presenting “Navigating Private Credit in a Shifting Market Landscape”. Do not miss out on this insightful day in the LA area. Claim your complimentary pass now: https://lnkd.in/ejFunsw3 #PortfolioSummits #CaliforniaRIA #RIAcommunity

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Khrystyna Kurudz

FinTech Innovation | Digital Banking | Payments | Risk | Compliance | ELEKS

7mo

Mary Zillitto, it's interesting to see such a high percentage of RIAs expecting their businesses to grow significantly. How do these growth expectations impact their decisions on M&A activity?

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