Quoted in Financial Planning on the Future of RIA Growth, Succession, and Enterprise Value
Jeffrey Czajka • October 28, 2026
Headline: Why RIA buyers are seeking relatively young leadership - and vice versa
Summary:
Quoted in Financial Planning on the evolving RIA M&A landscape, I explained why today's buyers are looking beyond current revenue and focusing on leadership continuity, successor readiness, and future growth potential. Firms that develop next-generation talent early can create a stronger client experience today while positioning themselves for higher valuations tomorrow.
Citation:
Source: Financial Planning
Publication Date: 10/28/26
Link to Original Article: https://www.financial-planning.com/news/why-ria-buyers-are-seeking-relatively-young-leadership-and-vice-versa
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