What you’ll get in 45 minutes
DeVoe & Company’s research reveals the operational drivers behind sustainable organic growth and stronger enterprise value. Amplify adds the view from inside: how a $12B firm is using growth infrastructure to build more value.
Most firms report organic growth as a single line. A buyer in diligence splits it into four: referrals, share of wallet, next‑gen access, and new‑client conversion, with client retention as the foundation under all four. We’ll discuss:
- Why organic growth became the #1 concern, and the four lanes inside your one number.
- What separates firms with options from firms forced into a transaction.
- How buyers price capacity, next‑gen bench, and integration cost when they value a firm.
- Where infrastructure shows up in the multiple, and where it doesn’t.
- Where to start without ripping out your stack, and a realistic timeline for results.
Live discussion followed by open Q&A. Bring the question you’d ask a valuation advisor.
Speakers
Adam Levy
Managing Director, DeVoe & Company
Advises RIA firms on valuation, M&A, and strategic initiatives. Former CFO at Talent, Inc. and Helix Education; co‑founder of Deer Creek Capital Partners; former Senior Equity Analyst at Invesco Funds Group.
Adam Scully-Power
Managing Director, Enterprise Strategy, Amplify Platform
Works with RIA leadership teams on the operating infrastructure behind growth, including the build underway at a $12B firm on Amplify’s platform.