Investment Banks/Lenders/Succession Planning Consultants
The DeVoe Optimizing Your Firm’s Value Accelerator is a six-month program for RIA leaders seeking to run a better business and enhance their company’s valuation and overall performance.
The program is unlike anything the industry has seen and has been referred to as a study group on steroids. With a group of peers, members benefit from a multi-faceted set of tools, webinars, coaching, and meetings to help tackle key drivers (and detractors) of valuation.
The program includes:
• Monthly (or more frequent) webinars tailored to the focused topic of each program
• Pre-work and toolsets for each session
• Regular coaching sessions with a DeVoe & Company consultant
• Online access to curriculum, tools, recorded webinars, and Q&A
• Community of peers, including peer pairing