Valuation in the Age of COVID-19 Webinar

Andrew Smith, President, recently joined Marcum, LLP, Aon, Troutman Pepper and a panel of other industry experts for an an interactive and engaging discussion on how COVID-19 and the current deal environment are impacting valuations. For those who did not have a chance to join the webinar, a video recording…
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Value this! Hot Topics in Valuation for RIAs

Did you miss our 60 - minute webinar this week on Hot Topics in Valuation for RIAs? Key topics discussed: Overview of the SEC's valuation requirements The SEC's recent deep dive into RIA's valuation methodology and actual practices Urgent valuation implications in connection with the SEC's new liquidity rule Recent…
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