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CE Credit Course: Outsourced CCO (OCCO) Services for RIAs
We're excited to announce that Josh Barber, Matt Tuerk, and Stacy Santmyer were recently featured on the Financial Experts Network (FEN) for a high-value CE course: Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A.
With nearly 40% of current advisors expected to exit by 2034, the market is facing strong demand for strategic growth and exit solutions.
The course provided actionable insights on:
- Valuation: Understanding the 6–8× EBITDA multiple and how profitability drives value.
- Legal Structure: The difference between Asset vs. Equity Purchases and the need for client consent.
- Pitfalls: Why delaying your sale can cost you millions in lost valuation.
The M&A landscape is complex, blending financial strategy with critical regulatory compliance. Josh Barber, Matt Tuerk, and Stacy Santmyer emphasized that advisors must engage professional legal and compliance support early to draft ironclad contracts, structure tax-efficient deals, and avoid costly post-sale disputes.
Ready to strategically plan your exit or growth? Learn how AdvisorLaw's expertise can help you maximize your valuation and protect your legacy.
Watch the full video for a CE Credit below: