DeVoe M&A+ Succession Summit 2025

Join us for the ninth annual DeVoe M&A+ Succession Summit - the RIA industry's premier event for M&A and succession planning. This event is designed to equip you with the fundamentals of transition planning while diving into the latest trends in the RIA space with the most experienced industry leaders.

Topics:

Current State and Outlook for RIA M&A
State of the RIA Industry
Lessons from Seasoned Acquirers for Prospective Sellers
Transition Stories from Your Peers
Your Topics: One-on-One Meetings with Industry Experts
And more!

Agenda:

Wednesday, October 8
Arrivals and Evening Welcome Reception
Thursday, October 9 (Full day)
Conference Sessions
Reception and Expert 1:1 Meetings
Summit Dinner
Friday, October 10 (Half day ending around noon)
Conference Sessions
Event Concludes

For more information please visit M&A+ Summit website.

Registration Options

RIAs under $10B in AUM/AUA ($795.00)
Early bird rate through July 21st, full price $1,175.
RIAs over $10B in AUM/AUA ($1,600.00)
Sponsor / Speaker ($1,175.00)
Other / Non-RIA ($2,500.00)
*Please note that all Non-RIAs need to be approved by DeVoe & Company

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