Sell & Grow
Unlock Enterprise Value Without Losing Control
Are you an Advisor with more than $200M of AUM? Sell & Grow is built for RIAs that want to scale beyond what’s possible alone. Access institutional capital, world-class infrastructure, and strategic partners—while maintaining leadership of the business you’ve built.
Discover what your practice could be worth today—and what it could be worth as part of something much bigger.
Find out what your practice is worth and explore how Sell & Grow can unlock capital, resources, and scale.
What Is Sell & Grow?
Sell & Grow is a strategic partnership model for established RIAs that want to accelerate growth without fully exiting.
Rather than selling your entire firm, you sell a minority interest to a carefully selected partner that provides capital, technology, compliance, recruiting, and operational support. You continue leading your business while gaining the resources to compete at an entirely different level.
The result isn’t simply liquidity—it’s leverage. More scale. More enterprise value. More freedom to focus on clients while your platform helps handle the rest.
Who Sell & Grow May Not Be Right For
Solo advisors with lean cost structures may find that joining a larger platform increases shared expenses. For firms with very simple models and minimal overhead, Sell & Grow may not add the same value as it does for larger practices.
Why Advisors Choose to Sell & Grow?
The most successful RIAs eventually reach a ceiling. Growth becomes constrained by hiring, compliance, technology, acquisitions, and infrastructure—not client demand.
Sell & Grow removes those constraints.
Instead of building every capability yourself, you gain access to an institutional platform while maintaining autonomy over your business and client relationships. Your firm benefits from greater scale, stronger resources, and the potential for significantly higher long-term enterprise value.
You don’t stop being an entrepreneur.
You simply start playing on a much bigger field.
How Sell & Grow Works
A structured process designed for RIAs ready to scale.
1
Enterprise Valuation
Understand both your current market value and the additional value strategic partnerships can create.
2
Strategic Partner Selection
Meet institutional partners whose culture, vision, and long-term strategy align with yours.
3
Structure for Growth
Design a transaction that provides liquidity today while preserving leadership and future upside.
4
Unlock Platform Resources
Gain immediate access to technology, compliance, recruiting, marketing, M&A support, and operational infrastructure.
5
Scale Your Enterprise
Focus on client growth, acquisitions, advisor recruiting, and increasing enterprise value while your platform supports the business behind the scenes.
Sell & Grow isn’t about giving up control—it’s about multiplying what’s possible. The right strategic partner helps you accelerate growth, increase enterprise value, and unlock institutional resources while preserving the culture, client relationships, and independence that made your firm successful.
The Benefits of Sell & Grow
The most valuable advisory firms aren’t always the largest—they’re the most scalable.
Sell & Grow allows you to monetize a portion of your equity today while positioning the remaining ownership inside a significantly larger enterprise. That can create access to institutional resources, greater operating leverage, and future liquidity events that may not be available to independent firms.
You gain capital without sacrificing momentum.
Your clients gain a stronger platform.
Your business gains room to grow.
Why buyAUM?
At buyAUM, we don’t simply introduce buyers.
We help established RIAs identify strategic partners capable of accelerating enterprise value while respecting your culture, leadership, and client-first philosophy.
Every relationship is curated around long-term fit—not just economics. From valuation and partner selection through transaction structure and integration, we guide every step to help ensure today’s deal creates tomorrow’s opportunity.
Grow on Your Terms
You don’t have to choose between growth and control. With Sell & Grow, you can have both.
Start with your FREE TruValue Report and explore your options.
Frequently Asked Questions
How much equity do I have to sell in a Sell & Grow deal?
Most advisors sell between 25–49% of their equity. This structure provides immediate liquidity while keeping leadership in place. The exact percentage depends on your goals, the buyer’s offer, and how much capital you want to unlock for growth.
What types of buyers participate in Sell & Grow partnerships?
Buyers are typically strategic firms that specialize in compliance, technology, and infrastructure support. They’re not looking to take over your practice, but to create scale and efficiency that benefit both sides. The right partner is chosen based on cultural alignment and long-term vision, not just the highest offer.
Will I still control client relationships and strategy after the deal?
Yes, you remain the primary decision-maker for client service, investment approach, and practice direction. Partners handle the operational lift (compliance, technology, staffing) while you focus on building relationships. This balance keeps your practice identity intact while giving you tools to expand.
How is my practice valued for a Sell & Grow transaction?
Valuation is usually based on EBITDA multiples, with Sell & Grow deals often falling in the 12–16x range depending on size and structure. Factors like growth potential, revenue stability, and client retention all play into the final number. A clear valuation helps you understand both current value and future upside.
Can I eventually sell the rest of my practice in the future?
Yes, many advisors use Sell & Grow as a step toward a full exit later on. Keeping control now allows you to grow with a partner, then sell the remaining equity when the practice is larger and worth more. This staged approach often creates stronger outcomes than selling everything at once.
How does Sell & Grow improve client retention?
Stronger compliance, better technology, and improved service infrastructure all lead to a better client experience. Clients see faster response times, more accurate reporting, and a more professional structure around their advisor. These upgrades build trust and help ensure loyalty through transition.
Why choose buyAUM over other transition platforms?
buyAUM has a track record of guiding advisors through valuation, deal structuring, and client transitions with high retention rates. Our approach prioritizes cultural alignment so you end up with the right partner, not just any partner. We focus on your financial goals as well as your lifestyle and vision for the future.