You’ve Spent Decades Building Your Practice. But Have You Planned What Happens NEXT?
Watch this short video to learn how you can get clear on what your practice is worth, what options you have, and what your next chapter could look like — before deciding whether to sell.
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Private conversation. No obligation. No seller fee.
Hear From Advisors Who have Faced The Same Decision
Donna J | Boston, MA
$125M AUM | 29 Years in Business | $3.6M Total Transaction Value | Sell & Secure.
“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.”
David C | Pittsburgh, PA
$219M AUM | 32 Years in Business | $6.8M Transaction Value | Sell & Go.
“I expected someone to bring me a bunch of buyers. What I got was a process that helped me think through frameworks I hadn’t considered, which ultimately informed my decision about what mattered most to me, my family, and my clients.”
Anthony G | Los Angeles, CA
$183M AUM | 40% Minority Sale | $2.3M Cash at Close with Future upside | Sell & Grow.
“I’d spent decades juggling my financial planning practice, while wanting to wind down and enjoy life outside the outside the office. 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.”
$14.2B+
- AUM Valued
- Last 12 Months
$6.3B+
- AUM Through Our Process
- Last Quarter
$4B+
- AUM in Buyer/Seller
- Introductions
- Last Quarter
$2.2B+
- TRANSITIONED
- in 2026
Clarity First. Decisions Second.
You don’t need to know whether you want to sell before talking with buyAUM. That’s the point of our 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 your legacy.
KNOW WHAT THE RIGHT OUTCOME LOOKS LIKE
Know What You Have. Know What You Want. Know What’s Possible.
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 enter the conversation.
Our job is to help you understand what you have, what you want, and what your options actually are beforehand.
No seller fee. No obligation.
Most Advisors Don't Need More Options. They Want The Right Options.
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 transition. Then, if moving forward makes sense, 2-3 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 buyer blasts.
Explore Without Committing
NO SELLER FEE
buyAUM is compensated by the buyer if, and only if, a transaction closes.
NO OBLIGATION
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 EXCLUSIVITY
We believe commitment should be earned, not demanded upfront.
Is buyAUM Right For You?
buyAUM is designed primarily for those 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
- 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 You Want Yet
That's What The First Conversation is For
Most Advisors we meet with ‘don’t know what they don’t know.’ We help you think through what is possible.
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.