First-generation RIA owners like those at CGN Advisors increasingly use synthetic or phantom equity structures to give employees access to a firm’s growth while deferring actual ownership.
Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.
Learn how Myriad helps financial advisors achieve sustainable organic growth by optimizing their tech stack, streamlining operations, and planning for a successful succession.
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