Potomac Law Partner Ted Motheral was a featured panelist on a mergers and acquisitions webinar titled “Preparing Your Firm for Sale in 10 Key Moves,” hosted by Fidelity on April 30. Motheral and other leaders in the dealmaking space discussed how Registered Investment Advisors (RIAs) can prepare for a potential sale of their businesses.

CityWire RIA’s Payton Guion covered the webinar in a story titled “M&A panelists: ‘Get your house in order’ even if you aren’t planning to sell your firm. Read the full article.

During the webinar when panelists were discussing issues that arise in the sale process, such as corporate, legal or compliance matters, Motheral is quoted as saying ‘From my standpoint....if you cure all of these issues, you’ll be a very clean company. And if you go to market, you won’t see a deal drag because of a diligence issue. Get your house in order, whether you’re thinking about this never or in 10 years or in one year.’

Motheral was joined on the panel by Harris Baltch, Dynasty Financial Partners investment bank head, and Kevin Meehan, regional president and senior vice president of new client development at Wealth Enhancement Group. The panel was moderated by Laura Delaney, vice president of practice management and consulting at Fidelity.

Related Attorneys

Media Contact

Marlene Laro

Recent News

Jump to Page

By using this site, you agree to our updated Privacy Policy and our Terms of Use