Private, Off-Market Transitions for Serious RIAs

You're asking the right questions and making me think… I don’t think anybody really goes through this like that. You think there’s a light at the end of the tunnel, but there are things you just don’t think about — and you’re helping me think about them. I appreciate that.

Andrew and his team have a consultative, high-touch process — we felt listened to and respected every step of the way. It's refreshing to work with a firm that isn't your typical recruiter or headhunter. It just feels different.

I’d have to say it’s definitely serendipitous — because the only way I thought I’d ever find a succession partner was going to conferences, grabbing a drink, and hoping to meet someone. That never put me in a powerful position. But you all streamlined the process. You know the business, you know the details, and now it’s part of my big plan.

You guys did a really good job. The service, the product you’re bringing me, is just perfected. It’s like I went to a fine restaurant — the maître d’ and everyone standing there, serving me. I’m thinking, “God, where do I get this high-level service?” Anyway, much love to you guys.

"I really appreciate the process, the conversation, because it's challenging me to think through the things that y'all, the questions you're asking me, because I've got to process it and decide, maybe not, well, decide and reconcile certain things in my head."

Andrew and Reza, Thank you helping me find a long-term home for my clients when I retire. I greatly appreciate the effort and dedication that you both put in to fine the right home. I never felt that you were pushing me into any deal; y'all took the time to understand my requirements and that of my clients. I was introduced to several potential buyers over the course of a year until we found the right one. After each potential buyer introduction, we analyzed the fit for my needs. Your patience and a serious desired to fine the right deal for my stated goals, time frame, work out time, and price were greatly appreciated. During the course of the year, we were able to refine my desires and goals as I grew to understand them better. Your guidance and dedication through the process were very helpful. Thanks for the patience.

"These exercises have forced me to come to grips with the fact that I'm probably not ready for an outright sale."

buyAUM moves fast and kept the quality of introductions high. Their executive summaries saved us hours in diligence and tire-kicking.

We were incredibly impressed by the level of preparation: concise dossiers and other materials made meetings far more productive.

Your cold-calling and outreach approach actually resonated with our team — the sourcing was targeted and pragmatic, which helped us find advisors that fit our firm.

They made the intro and the meeting feel easy — the introduction pack they sent helped us decide quickly whether or not meeting with the advisor made sense for us.

"How you handled the calls with me. I appreciate your talent. I appreciate your skills."

Our partnership with Reza and Andrew is really meaningful, and they’re very much a differentiated. I refer to them as consultants more than recruiters.

Someone cold called me and said, 'Hey, I'm cold calling you. Do you want to hear me out or hang up?' I said, 'Absolutely, I'll hear you out.' One thing led to another, and I ended up speaking with Reza. He was very professional and walked me through the entire process. Your firm is buttoned up—you took me through everything in a structured way, and I found it valuable. In the end, it only cost me about an hour over four weeks.

Your process felt professional and thoughtful — a real partner, not a marketplace.