Find the perfect partner to bring your legacy forward
We match RIA’s with 1-5 advisors with vetted buyers, to create continuity and make sure your clients stay in good hands. Complete a short questionnaire to get an initial estimate of your practice’s valuation free of charge.
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Why explore selling?
Unlock the opportunity to live life without bounds
Improve Lifestyle
Cash out while working less or not at all
Source: cerulli.com
37% of U.S. advisors plan to retire in the next 10 years, representing 40% of industry assets.
Pursue Passions
Make more time for the people & activities you love
Source: cerulli.com
Burnout is the top reason advisors sell, surpassing retirement.
Market Conditions
Lock in your peak price when valuations are high
Source: investmentnews.com
Advisory firm valuations are at record highs, making it a prime time to sell.
Client Care
Ensure your clients are well taken of every day
Source: cerulli.com
Advisors with structured succession plans retain up to 90% of clients post-transition.
Opportunities
Fully exit or partner with like-minded advisors. Your call.
Sell & Go
Fully exit in 6-24 months
Benefits
- Fund retirement, travel, or other projects
- Eliminate burnout or fatigue
- Create an inheritance for your children
- Achieve full autonomy
Sell & Secure
Reduce workload with partners
Benefits
- Work less & make the same or more
- Stay involved with your clients
- Reduce regulatory & compliance headaches
- Increase your day-to-day flexibility
Sell & Grow
For practices with $250M+ AUM
Benefits
- Monetize a portion at a 4x multiple today
- Keep growing and tag along for upside at 12-16x
- Offload ops to focus on growth & clients
- Tap into scale, systems, and shared resources
Testimonials
What Our Client Say About Us
How it works
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.
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.
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.
Ensure a smooth transition for clients
Once the deal is signed 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
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.
FAQs
Frequently Asked Questions
What's different about your approach?
Most firms wait for buyers to come to them. We take a proactive approach to cultivate relationships and find you the perfect buyer.
How long does it take for a sale to go through?
It varies depending on deal complexity, structure, and how prepared both parties are. Generally, we see a range of 3-9 months from the initial introduction.
What types of practices do you work with?
We primarily work with RIA firms with 1-5 advisors, regardless of AUM.
At what age should I consider selling?
The majority of advisors we work with to sell their practice are 58 or older.
What does it cost?
For sellers, there are no costs associated with working with us.