Meeting Details - WEBINAR

Tuesday, November 10, 2020 
3:00 pm - 4:30 pm

Title:

Valuation and Deal Structures: Implications for Today’s Buyers
and Sellers – an M&A Update

Speaker(s):
Vic Esclamado
DeVoe & Company

Program Description:
Vic will cover the following topics in this presentation:
•What happened in RIA M&A in Q3 
•Key catalysts driving 2020's record activity 
•Implications of today's environment for valuations and deal structures 
•Drivers of economic value and ways to optimize the value of your firm

*This topic does not quality for CFP CE credit. 
*Webinar login information will be sent prior to the meeting.   

Speaker(s):
Vic Esclamado
DeVoe & Company
Vic Esclamado joined DeVoe & Company in 2015 and has over 30 years of experience in financial services strategy and technology-driven new product development, with almost a decade working on business and technology solutions for RIAs. Over the last 5+ years, Vic has completed more than 180 engagements with RIAs involving strategy, succession planning, equity transactions, firm economic analysis and valuations, human capital, and M&A. Previously, Vic served as Chief Operating Officer of True North Advisors, a large, fee-based RIA in Dallas, TX, where he handled all the business aspects of the firm, freeing up the founders to focus on new and existing client relationships. In addition to overseeing finance, HR, operations, legal, compliance and technology, Vic led strategic projects focused on organic growth, cost efficiency and advisor profitability as well as M&A initiatives. Prior to that, Vic served as an SVP-Strategy for a large multi-business division at Bank of America, where his team recommended the purchase of Fleet Bank and the largest US credit card issuer, MBNA. He led the merger integration efforts for the Consumer Bank. In his career, Vic has had the privilege of doing the strategy and product management work to launch online brokerage at Schwab, as well as online bill payment and online banking at Intuit.  Vic earned his MBA from Stanford GSB and his undergraduate BA from Yale University.

Agenda:
3:00 - 3:30 pm - Networking via Breakout Rooms & Chapter Announcements
3:30 – 4:25 pm – Vic's Presentation, Q & A
4:25 - 4:30 pm – Final Comments, Program Closes