When the Largest and Most Complex RIAs Need a Valuation, They Come to DeVoe & Company
Each DeVoe & Company valuation is an analytically rigorous and unique engagement that results in a comprehensive diagnostic of a firm. Many of our clients now use our valuation as part of their annual planning process. It’s a dashboard they use to run their company and improve its value. We’ve supported more than 100 RIAs with $1B or more in AUM, and many of those firms rely on us for valuations. Below are examples of firms with $1B+ in AUM that have completed one or more valuations with us. We’d be happy to discuss how we can help your firm too.
Contact Lynn at lynn.kennerly@devoe-co.com or call
415-813-5066 x5 to schedule a time for us to talk.