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Inside ETFs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida

Aaron Wells, CVA
Director of Valuations at FP Transitions


Having served advisors through practice M&A, valuation and value coaching, and financial management and consulting, Aaron has seen the ins and outs of the modern advisor’s business. Leading the team responsible for all advisory firm and enterprise valuations for FP Transitions, Aaron brings an astute understanding of the levers that inform a firm’s overall value. Owners tackling acquisition, growth, or succession planning challenges turn to Aaron and his team for support in navigating these critical moments with unmatched proficiency and care.

Agenda Sessions

  • Understanding the Fundamentals of RIA Valuations – And How to Increase the Value of Your Business