Private, Off-Market Transitions for Serious RIAs
Exit fully. Take chips off the table. Or scale.
We align on structure before introductions and connect you with 2–3 curated buyers.
On your terms.
Recognized By
Optionality Creates Freedom
Turn years of hard work into leverage
Improve Lifestyle
Create flexibility — with or without a full exit
Source: cerulli.com
37% of U.S. advisors plan to retire in the next 10 years, representing 40% of industry assets.
Pursue Passions
Free up time without abandoning your clients
Source: cerulli.com
Burnout is the top reason advisors sell, surpassing retirement.
Market Conditions
Capture value in a strong market — on your terms
Source: investmentnews.com
Advisory firm valuations are at record highs, making it a prime time to sell.
Client Care
Secure long-term continuity for clients and team
Source: cerulli.com
Advisors with structured succession plans retain up to 90% of clients post-transition.
Design Your Transition
Exit Fully, Monetize Partially, or Scale. Your Call.
Sell & Go®
Full Exit with Certainty
- Liquidity for retirement, travel, or next ventures
- Offload operational burden immediately
- Clear transition plan for clients and staff
- Protect your legacy
Sell & Secure
De-Risk Without Walking Away
- Reduce workload and maintain income
- Stay involved with clients
- Offload compliance and operational headaches
- Increase flexibility without losing control
Sell & Grow®
For firms $200M+ AUM.
- Monetize a portion at today’s multiple
- Retain equity for long-term upside
- Leverage scale, systems, and shared resources
- Focus on growth to maximize future multiple
Results, Not Promises.
What Advisors Say After Working With Us
"Coming into the conversation, I was worried I’d have to choose between a fair deal and protecting my clients. It turned out I didn’t have to compromise on either."
"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."
"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... 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... I’m thinking, 'God, where do I get this high-level service?'"
"I really appreciate the process, the conversation, because it's challenging me to think through the things... the questions you're asking me, because I've got to process it and decide."
"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 find the right home. I never felt that you were pushing me into any deal; y'all took the time to understand my requirements. Your patience and a serious desire to find the right deal for my stated goals were greatly appreciated."
"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. 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."
Results, Not Promises.
What Advisors Say After Working With Us
Deliberate by Design
Our Process is Engineered for Alignment.
Every step, visible from the start. No auctions, no noise, no surprises.
Understand What Drives Value
Know Who You Want Across the Table
Define the Deal
You Want
Meet 2–3 Curated Buyers Maximum
Navigate the Deal with Confidence
Transition on Your Terms
Deliberate by Design
Our Process is Engineered for Alignment.
Understand What Drives Value
Understand what your practice is worth—and, more importantly, what drives that value.
Know Who You Want Across the Table
Uncover what the right partner looks and feels like to you. Their culture, philosophy, values, and approach to clients
Define the Deal
You Want
Get clear on the terms that matter most—payment, timing, involvement, taxes, and when you ultimately step away.
Meet 2–3 Curated Buyers — Maximum
We turn everything we’ve learned about you into 2–3 carefully matched introductions based on fit, culture, and your ideal outcome.
Navigate the Deal with Confidence
From LOI through closing, we stay beside you—providing guidance, clarity, and support every step of the way.
Transition on Your Terms
Move forward with confidence, knowing the outcome reflects the priorities you defined from the start.
Built Differently
Experienced Operators. Not Marketplace Brokers.
You spent decades building your firm.
We built a private, controlled transition process to protect its value.
The right partner.
The right structure.
The right outcome.
Without compromising what you built.
FAQs
Frequently Asked Questions
What’s different about your approach?
Most firms either wait for buyers to appear or get blasted to a marketplace.
We run a private, proactive process — evaluating your firm, aligning on structure, and introducing you to a small number of curated buyers. No auctions. No noise.
How long does a transition typically take?
Most transactions close within 6–12 months from introduction, depending on structure and preparedness.
Alignment upfront shortens timelines.
What types of practices do you work with?
We work with RIAs ranging from solo advisors to multi-partner firms — whether you’re exploring succession, liquidity, or a strategic growth partnership.
When should I start thinking about succession or transition?
Earlier than most advisors think.
For some, succession means preparing for retirement. For others, a transition means de-risking, scaling, or monetizing a portion while continuing to grow. Timing depends more on objectives than age.
How are you compensated?
There is no cost to explore a transition with us.
We are compensated by buyers only after a successful close.
What does buyAUM look for in a buyer?
We limit the number of buyers we work with to protect our sellers.
Typically, buyers have $500M+ in AUM, at least one completed acquisition, and a dedicated M&A lead.
We are not for first-time buyers or firms in “education mode.”