For years, you’ve been working toward the eight-figure exit. You’ve finally received a letter of intent and you’re ready to sit down at the table to negotiate the sale of your Registered Investment Adviser (RIA) firm. It’s one of the most exciting times of your life but the timing couldn’t be worse. Recent or pending litigation could turn one of your biggest moments into an anxiety-inducing nightmare. Disclosing litigation to a potential buyer may be the last thing you want to do, but it doesn’t have to mean your dream of selling is over. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (01:24) Industry-Specific Risk (05:07) The SEC Litigation Release (08:03) Two Areas You Must Separate (12:19) How Do You Deal With Litigation During the Eight-Figure Exit? (14:47) Representations & Warranties (15:41) Disclosure Schedules (18:56) What Are the Best Action Steps You Can […]
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https://financiallysimple.com/disclosing-litigation-during-a-business-sale-what-ria-owners-should-know/
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