YOU SPENT DECADES BUILDING YOUR PRACTICE. WHAT HAPPENS NEXT?

Watch this short video to learn how advisors get clear on what their practice is worth, what options they have, and what the right next chapter could look like — before deciding whether to sell.

Private conversation. No obligation. No seller fee.

$219M RIA

“More consultative than I expected.”

$125M RIA

“Helped us clarify what was important.”

$183M RIA

“Thorough, thoughtful and educational.”

$14.2B+

$6.3B+

$4B+

$2.2B+

GET CLEAR BEFORE YOU MAKE THE DECISION

You don’t need to know whether you want to sell before talking with buyAUM. That’s the point of the process.

KNOW WHAT YOU'VE BUILT

Understand what your practice could be worth, what drives that value, and how potential buyers may evaluate the business you’ve spent decades building.

KNOW WHO YOU'D WANT ACROSS THE TABLE

Get clear on the culture, philosophy, values, client experience, and type of partner you’d actually trust to carry forward what you’ve built.

KNOW WHAT THE RIGHT OUTCOME LOOKS LIKE

Define what matters to you — economics, timing, liquidity, future involvement, and what life looks like afterward — before evaluating an opportunity.

CLARITY FIRST. DECISIONS SECOND.

You’ve spent your career helping clients make important financial decisions. You shouldn’t be expected to already know how to transition a business you’ve never sold before.

Our job is to help you understand what you have, what you want, and what your options actually are before you’re asked to make a decision.

No seller fee. No obligation.

HEAR FROM ADVISORS WHO'VE FACED THE SAME DECISION

KAREN M.

$125M AUM / Massachusetts / 29 Years in Business / $3.6M Total Transaction Value / Planned 3-Year Transition

“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.”

DAVID P.

$219M AUM / Pittsburgh, Pennsylvania / 32 Years in Business / $6.8M Transaction Value

“I expected someone to bring me buyers. What I got was a process that helped me think through decisions I hadn’t even considered.”

ANTHONY G.

$183M AUM / 40% Minority Transaction / $2.3M Initial Liquidity / Potential for future upside

“I’d spent decades juggling my financial planning practice, while wanting to enjoy decades of hard work. Nearing 70, I wanted more time in Hawaii and on my boat, without leaving my clients behind. I thought my only options were to keep carrying the whole business or walk away completely. Once I understood there was a middle ground, the decision became much easier.”

YOU DON'T NEED MORE BUYERS. YOU NEED TO KNOW WHAT YOU'RE SOLVING FOR.

The highest offer isn’t automatically the right outcome.

Before introducing potential partners, buyAUM takes the time to understand your practice, your priorities, your clients, and what you want your life to look like after a transaction. Then, if moving forward makes sense, introductions are intentionally limited and curated around fit.

UNDERSTAND YOUR VALUE

CLARIFY YOUR PRIORITIES

DEFINE YOUR IDEAL OUTCOME

MEET CURATED PARTNERS

MOVE FORWARD ON YOUR TERMS

No auctions. No mass buyer blasts. No initial exclusivity.

EXPLORE WITHOUT COMMITTING TO A TRANSACTION.

NO SELLER FEE

buyAUM is compensated by the buyer if and only if a transaction closes.

NO OBLIGATION TO SELL

Understanding your options does not commit you to pursuing them.

PRIVATE PROCESS

Your practice is not publicly listed or blasted across a buyer marketplace.

NO INITIAL EXCLUSIVITY

We believe commitment should be earned, not demanded upfront.

IS buyAUM RIGHT FOR YOUR PRACTICE?

buyAUM is designed primarily for independent RIA owners with approximately $50M+ in AUM who are beginning to think seriously about their firm’s value, succession, liquidity, growth, or eventual transition.

YOU DO NOT NEED TO BE READY TO SELL.

LIKELY A FIT

Independent RIA owner
Approximately $50M+ AUM
Thinking about valuation or succession
Considering liquidity or a future transition
Wants to protect client relationships
Values fit and flexibility, not simply the highest bid
Wants to understand options before making a decision

PROBABLY NOT A FIT

Wirehouse advisors
Insurance/annuity-only practices
Highly complex multi-partner organizations
Someone simply looking to run an auction for the highest bidder
Someone with no genuine interest in understanding or planning their future options

FREQUENTLY ASKED QUESTIONS

WHAT IF I DON'T KNOW WHAT MY PRACTICE IS WORTH?

That’s normal. Understanding what drives your firm’s value is one of the first things we help you work through.

WHAT IF I DON'T WANT TO RETIRE?

Selling and retiring are not necessarily the same decision. Depending on your goals and the structure you choose, you may be able to create liquidity, gain additional resources, continue serving clients, and remain involved in the business.

DO I NEED TO BE READY TO SELL?

No. Many advisors begin exploring their options well before they’re ready to make a transition. Getting clarity earlier can help you understand what’s possible without committing you to a transaction.

WILL I LOSE CONTROL?

Not automatically. One purpose of the process is to understand how much involvement, autonomy, and control you want before evaluating potential partners or structures.

WHAT IF I DON'T WANT PRIVATE EQUITY?

You are not required to pursue any particular buyer or transaction structure. We start by understanding what you want and use those priorities to determine which opportunities, if any, make sense.

WHAT IF I'M JUST EXPLORING?

That’s a perfectly reasonable place to start. You don’t need to know the answer before the conversation. The purpose is to help you better understand the question.

WILL MY CLIENTS KNOW I'M EXPLORING?

The process is private. Your practice is not publicly listed or broadcast to a marketplace simply because you begin exploring your options.

HOW DOES buyAUM GET PAID?

There is no seller fee. buyAUM is compensated by the buyer if and only if a transaction closes.

AM I REQUIRED TO WORK EXCLUSIVELY WITH buyAUM?

There is no initial exclusivity. We believe we should earn your commitment by delivering value first.

YOU DON'T NEED TO KNOW WHAT COMES NEXT.

THAT'S WHAT THE FIRST CONVERSATION IS FOR.

The highest offer isn’t automatically the right outcome.

Book a private conversation with buyAUM. We’ll learn about your practice, where you are today, and what you’re thinking about for the future. If we believe we can help, we’ll explain what the next step looks like.

No pressure to sell. No seller fee. No obligation to move forward.

PRIVATE • NO OBLIGATION • NO SELLER FEE

YOU BUILT THE PRACTICE. NOW GET CLEAR ON WHAT COMES NEXT.

Whether the right answer is now, later, or not at all, understanding what you’ve built and what your options are is the first step.