Strategic Growth & Succession with Diversified

An Exclusive Half-Day Summit for Advisors Exploring Partnership, Succession & Growth

This event has been postponed until Q1 2026

For more information, call us at 302-765-3500 or email diversified@diversifiedllc.com

When

November 6th, 2025: 12 pm to 5 pm

Where

Why Attend

  • Gain firsthand insights from advisors who have successfully transitioned their practices to a larger RIA.
  • Learn real-world strategies for maximizing firm value, growth, and succession opportunities.
  • Understand what really drives valuations—and how deal terms are structured in today’s market.
  • Hear candid perspectives on culture, client continuity, and integration support after a transition.
  • Network with Diversified and SEI leadership, industry experts, and peers who share your challenges and goals.

Whether you’re actively considering a transition or simply exploring your options, this summit will equip you with the knowledge to make the best decision for your firm, your team, and your clients.

What’s on the Agenda

Enjoy a complimentary lunch and networking session before getting started.

The Big Picture: RIA Industry Landscape & M&A Trends
Get a clear view of the consolidation shaping the RIA space—and how firms are positioning themselves for long-term growth.

Growth, Resourcing & Succession as Catalysts for Change
Featuring Practice Management Icon John Anderson
John Anderson leads a candid discussion with Diversified’s leadership on the catalysts that drive advisors to consider partnership—and how to evaluate your next chapter with confidence.

Decoding M&A: Valuation, Deal Terms & What Sellers Should Know
Break down the jargon of M&A—EBITDA, multiples, deal structures, earn-outs, and financing—and see how they play out in real-world transactions.

Advisor Journeys: Life After the Deal with Diversified
Hear directly from advisors who’ve made the leap—what the decision process was like, how clients reacted, and how their firms have evolved since.

Closing Remarks: Diversified’s Difference
Culture counts as much as capital. Learn how Diversified’s people-first approach has fueled $300M+ in growth while empowering advisors, staff, and clients alike.

Cocktail Hour: Conversations & Connections
End the day with a relaxed networking reception to connect with peers, speakers, and leadership.