Find the perfect buyer to carry on your RIA practice
Find the perfect buyer to carry on your RIA practice
Find the perfect buyer to carry on your RIA practice
We source buyers for RIA firms with 1-5 advisors to actively build out their succession plan. Complete a short questionnaire to get an initial estimate of your practice's valuation – free of charge.
We source buyers for RIA firms with 1-5 advisors to actively build out their succession plan. Complete a short questionnaire to get an initial estimate of your practice's valuation – free of charge.
We source buyers for RIA firms with 1-5 advisors to actively build out their succession plan. Complete a short questionnaire to get an initial estimate of your practice's valuation – free of charge.
Why explore selling?
Unlock the opportunity to live life without bounds
Unlock the opportunity to live life without bounds
Improve lifestyle
Cash out while working less or not at all
Improve lifestyle
Cash out while working less or not at all
Improve lifestyle
Cash out while working less or not at all
Improve lifestyle
Cash out while working less or not at all
Pursue Passions
Make more time for the people & activities you love
Pursue Passions
Make more time for the people & activities you love
Pursue Passions
Make more time for the people & activities you love
Pursue Passions
Make more time for the people & activities you love
Market Conditions
Lock in your peak price when valuations are high
Market Conditions
Lock in your peak price when valuations are high
Market Conditions
Lock in your peak price when valuations are high
Market Conditions
Lock in your peak price when valuations are high
Client Care
Ensure your clients are well taken of every day
Client Care
Ensure your clients are well taken of every day
Client Care
Ensure your clients are well taken of every day
Client Care
Ensure your clients are well taken of every day
Opportunities
Fully exit or partner with like-minded advisors. Your call.
Fully exit or partner with like-minded advisors. Your call.
Sell & Go
Sell & Go
Fully exit in 6-24 months
Benefits
Fund retirement, travel, or other projects
Fund retirement, travel, or other projects
Eliminate burnout or fatigue
Eliminate burnout or fatigue
Create an inheritance for your children
Create an inheritance for your children
Achieve full autonomy
Achieve full autonomy
Sell & Secure
Sell & Secure
Reduce workload with partners
Benefits
Work less & make the same or more
Work less & make the same or more
Stay involved with your clients
Stay involved with your clients
Reduce regulatory & compliance headaches
Reduce regulatory & compliance headaches
Increase your day-to-day flexibility
Increase your day-to-day flexibility
Sell & Grow
Sell & Grow
For practices with $250M+ AUM
Benefits
Sell a portion at 4x multiple today
Sell a portion at 4x multiple today
Retain upside up to 12–16x multiple
Retain upside up to 12–16x multiple
Offload operations, finance, HR, and money management
Offload operations, finance, HR, and money management
Lower costs & leverage advanced resources by partnering
Lower costs & leverage advanced resources by partnering
How it works
A proactive approach where we do the work for you
A proactive approach where we do the work for you
Understand the true value of your practice
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand the true value of your practice
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand the true value of your practice
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand the true value of your practice
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Determine your value strategy
Understand your valuation in today's market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Determine your value strategy
Understand your valuation in today's market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Determine your value strategy
Understand your valuation in today's market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Determine your value strategy
Understand your valuation in today's market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Prepare & optimize
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Prepare & optimize
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Prepare & optimize
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Prepare & optimize
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Match with the right buyer
Meet with 2-3 buyers we've sourced & hand-selected based on your preferences to determine the best fit.
Match with the right buyer
Meet with 2-3 buyers we've sourced & hand-selected based on your preferences to determine the best fit.
Match with the right buyer
Meet with 2-3 buyers we've sourced & hand-selected based on your preferences to determine the best fit.
Match with the right buyer
Meet with 2-3 buyers we've sourced & hand-selected based on your preferences to determine the best fit.
Structure the deal & enter negotiations
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Structure the deal & enter negotiations
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Structure the deal & enter negotiations
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Structure the deal & enter negotiations
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Ensure a smooth transition for clients
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
Ensure a smooth transition for clients
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
Ensure a smooth transition for clients
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
Ensure a smooth transition for clients
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
ABout Us
The team to help you sell your practice the way you want
The team to help you sell your practice the way you want
The team to help you sell your practice the way you want
The team to help you sell your practice the way you want
You spent decades building your practice. We spent decades helping people like you plan for what comes next. Our belief is that you shouldn't have to compromise when it comes to your succession planning. The right partner, the right structure, the right valuation – that's what we deliver.
You spent decades building your practice. We spent decades helping people like you plan for what comes next.
Our belief is that you shouldn't have to compromise when it comes to your succession planning. The right partner, the right structure, the right valuation – that's what we deliver.
You spent decades building your practice. We spent decades helping people like you plan for what comes next. Our belief is that you shouldn't have to compromise when it comes to your succession planning. The right partner, the right structure, the right valuation – that's what we deliver.
Frequently Asked Questions
Frequently Asked Questions
What's different about your approach?
How long does it take for a sale to go through?
What types of practices do you work with?
At what age should I consider selling?
What does it cost?
What's different about your approach?
How long does it take for a sale to go through?
What types of practices do you work with?
At what age should I consider selling?
What does it cost?
What's different about your approach?
How long does it take for a sale to go through?
What types of practices do you work with?
At what age should I consider selling?
What does it cost?
What's different about your approach?
How long does it take for a sale to go through?
What types of practices do you work with?
At what age should I consider selling?
What does it cost?
Get a free estimate of your RIA's true valuation in 3 minutes
Get a free estimate of your RIA's true valuation in 3 minutes
Get a free estimate of your RIA's true valuation in 3 minutes
Get a free estimate of your RIA's true valuation in 3 minutes
buyAUM
© 2025 buyAUM. All rights reserved.
Helping financial advisors build their succession plans & sell their practices
Meet with us
buyAUM
Helping financial advisors build their succession plans & sell their practices
Meet with us
© 2025 buyAUM. All rights reserved.
Terms & Conditions
Privacy Policy
buyAUM
© 2025 buyAUM. All rights reserved.
Helping financial advisors build their succession plans & sell their practices
Meet with us
buyAUM
© 2025 buyAUM. All rights reserved.
Helping financial advisors build their succession plans & sell their practices
Meet with us