Watch the webinar

FP Transitions: Key drivers of firm valuations

Valuations in the RIA M&A Market

Watch the webinar with Aaron Wells, Director of Financial Analysis at FP Transitions, and Ben Cruikshank, President of Flourish, to listen to a discussion of what's behind valuations in the ever-hot RIA mergers and acquisition market. They walked through key business practices – from sustainable business strategies to targeted KPIs – that both drive long-term growth and maximize valuations.

FP Transitions and Flourish are separate and unaffiliated entities.

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About Aaron Wells, CVA:

As the Director of Financial Analysis at FP Transitions, Aaron Wells, CVA, brings a wealth of expertise in business valuation, financial modeling, and data-driven strategy.

Holding the Certified Valuation Analyst (CVA) designation, Aaron specializes in business valuation, comprehensive financial analysis, merger and acquisition structuring, and benchmarking key performance indicators to optimize business growth. His work supports FP Transitions' mission to provide independent advisors with actionable insights for succession planning, equity management, and long-term sustainability.

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